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 GROUP5+ years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GLASTONBURY BOULEVARD · GALSTONNURY, CT 06033 | Advisory (Participants) | $44,680 |
USI CONSULTING GROUP5+ 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.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Custodial... | $3,629 |
CHARLES SCHWAB & CO., INC.5+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $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 | $19,686 | $31,038-36.6% | $65,255-69.8% | $74,419-73.5% |
| Participation rate | 85.8% | 66.9%+18.8pp | 65.0%+20.8pp | 70.7%+15.0pp |
| Annual return | 19.04% | 38.60%-19.6pp | 47.35%-28.3pp | 34.38%-15.3pp |
| Employer contribution / active EE | $865 | $1,188-27.2% | $1,691-48.9% | $2,637-67.2% |
| Participant deferral / active EE | $2,647 | $2,792-5.2% | $2,831-6.5% | $4,528-41.5% |
| Admin fee / account holder | $86 | $299-71.3% | $4,112-97.9% | $348-75.3% |