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 GROUP3+ years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GLASTONBURY BOULEVARD · GALSTONNURY, CT 06033 | Advisory (Participants) | $44,068 |
USI CONSULTING GROUP3+ years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $6,163 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Investment management fees paid indir... | $4,717 |
CHARLES SCHWAB & CO., INC.3+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Shareholder s... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,915 | $39,038-51.5% | $98,755-80.8% | $86,799-78.2% |
| Participation rate | 83.7% | 68.2%+15.5pp | 65.7%+18.0pp | 72.3%+11.5pp |
| Annual return | 14.46% | 25.86%-11.4pp | 49.91%-35.5pp | 97.91%-83.4pp |
| Employer contribution / active EE | $786 | $1,231-36.2% | $2,067-62.0% | $2,405-67.3% |
| Participant deferral / active EE | $2,474 | $2,581-4.2% | $3,035-18.5% | $4,131-40.1% |
| Admin fee / account holder | $79 | $126-37.3% | $4,076-98.1% | $170-53.5% |