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 GROUP4 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397348 | Advisory (Participants) | $37,500 |
USI CONSULTING GROUP5 years Filed as: USI CONSULTING GROUP, INC Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $29,563 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); In... | $1,990 |
CHARLES SCHWAB & CO., INC.7+ years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB CO., INC. Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $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 | $42,607 | $56,485-24.6% | $185,823-77.1% | $86,799-50.9% |
| Participation rate | 50.9% | 65.5%-14.6pp | 81.7%-30.8pp | 72.3%-21.4pp |
| Annual return | 12.71% | 118.04%-105.3pp | 122.05%-109.3pp | 97.91%-85.2pp |
| Employer contribution / active EE | $1,073 | $1,843-41.8% | $5,167-79.2% | $2,405-55.4% |
| Participant deferral / active EE | $2,339 | $2,553-8.4% | $5,568-58.0% | $4,131-43.4% |
| Admin fee / account holder | $158 | $150+5.6% | $16,237-99.0% | $170-6.9% |