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 GROUP4+ years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GLASTONBURY BOULEVARD · GALSTONNURY, CT 06033 | Advisory (Participants) | $44,680 |
USI CONSULTING GROUP4+ years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $8,555 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Investment management fees paid indir... | $973 |
CHARLES SCHWAB & CO., INC.4+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,786 | $28,956-45.5% | $71,735-78.0% | $64,808-75.6% |
| Participation rate | 92.1% | 65.2%+26.9pp | 62.3%+29.8pp | 71.5%+20.7pp |
| Annual return | -17.27% | -7.39%-9.9pp | 9.14%-26.4pp | 32.82%-50.1pp |
| Employer contribution / active EE | $912 | $1,159-21.3% | $1,704-46.5% | $2,506-63.6% |
| Participant deferral / active EE | $2,848 | $2,686+6.0% | $2,658+7.2% | $4,310-33.9% |
| Admin fee / account holder | $74 | $124-40.8% | $3,974-98.1% | $188-60.8% |