See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GLASTONBURY BOULEVARD · GALSTONNURY, CT 06033 | Advisory (Participants) | $35,025 |
USI CONSULTING GROUP1+ years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $7,080 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Custodial (securities); Float revenue... | $3,109 |
CHARLES SCHWAB & CO., INC.1+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,792 | $33,826-41.5% | $88,538-77.6% | $67,579-70.7% |
| Participation rate | 100.0% | 64.6%+35.4pp | 68.7%+31.3pp | 71.3%+28.7pp |
| Annual return | 23.08% | 68.24%-45.2pp | 43.64%-20.6pp | 378.56%-355.5pp |
| Employer contribution / active EE | $880 | $1,232-28.6% | $2,098-58.1% | $2,148-59.0% |
| Participant deferral / active EE | $2,748 | $2,089+31.5% | $2,914-5.7% | $3,539-22.4% |
| Admin fee / account holder | $103 | $134-23.0% | $4,310-97.6% | $142-27.7% |