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 ADVISORS, INC. Service code 26 · EIN 06-1397348 | Advisory (Participants) | $37,500 |
USI CONSULTING GROUP4 years Filed as: USI CONSULTING GROUP, INC Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $25,541 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Investment management fees paid indir... | $1,421 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB CO., INC. Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,468 | $52,293-22.6% | $178,490-77.3% | $73,409-44.9% |
| Participation rate | 48.7% | 65.3%-16.7pp | 81.9%-33.2pp | 72.2%-23.5pp |
| Annual return | 12.83% | 34.75%-21.9pp | 151.07%-138.2pp | 59.29%-46.5pp |
| Employer contribution / active EE | $951 | $1,735-45.2% | $5,011-81.0% | $2,234-57.4% |
| Participant deferral / active EE | $1,859 | $2,332-20.3% | $5,202-64.3% | $3,805-51.1% |
| Admin fee / account holder | $146 | $127+14.4% | $13,984-99.0% | $158-7.7% |