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 10-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 CONSULTING GROUP, INC Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $42,384 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397348 | Advisory (Participants) | $37,500 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 | Securities Custodian | $1,093 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 91-0583380 | Participant loan processing; Recordke... | $123 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Investment management fees paid indir... | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB CO., INC. Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,053 | $62,928-47.5% | $172,739-80.9% | $67,579-51.1% |
| Participation rate | 45.6% | 64.5%-18.9pp | 82.6%-37.1pp | 71.3%-25.7pp |
| Annual return | 19.10% | 30.36%-11.3pp | 802.84%-783.7pp | 378.56%-359.5pp |
| Employer contribution / active EE | $821 | $1,636-49.8% | $5,143-84.0% | $2,148-61.8% |
| Participant deferral / active EE | $1,552 | $2,145-27.6% | $5,198-70.1% | $3,539-56.1% |
| Admin fee / account holder | $181 | $167+8.7% | $13,954-98.7% | $142+27.3% |