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 GROUP5 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397348 | Advisory (Participants) | $37,500 |
USI CONSULTING GROUP6 years Filed as: USI CONSULTING GROUP, INC Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $30,413 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Custodial... | $1,027 |
CHARLES SCHWAB & CO., INC.8+ years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB CO., INC. Service code 18 · EIN 94-1737782 | Custodial (securities); Shareholder s... | $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 | $36,675 | $46,292-20.8% | $143,757-74.5% | $64,808-43.4% |
| Participation rate | 59.3% | 64.2%-4.9pp | 80.3%-21.0pp | 71.5%-12.2pp |
| Annual return | -15.31% | -10.05%-5.3pp | -0.04%-15.3pp | 32.82%-48.1pp |
| Employer contribution / active EE | $1,514 | $1,910-20.7% | $4,951-69.4% | $2,506-39.6% |
| Participant deferral / active EE | $3,163 | $2,646+19.6% | $5,637-43.9% | $4,310-26.6% |
| Admin fee / account holder | $162 | $154+5.5% | $14,673-98.9% | $188-13.6% |