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 GROUP6 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397348 | Advisory (Participants) | $37,500 |
USI CONSULTING GROUP7 years Filed as: USI CONSULTING GROUP, INC Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $24,109 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Investment management fees paid indir... | $1,429 |
CHARLES SCHWAB & CO., INC.9+ years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB CO., INC. Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,521 | $47,126-5.5% | $149,673-70.3% | $74,419-40.2% |
| Participation rate | 56.3% | 63.4%-7.1pp | 78.8%-22.5pp | 70.7%-14.4pp |
| Annual return | 14.41% | 22.75%-8.3pp | 134.42%-120.0pp | 34.38%-20.0pp |
| Employer contribution / active EE | $1,438 | $1,905-24.5% | $4,818-70.2% | $2,637-45.5% |
| Participant deferral / active EE | $3,008 | $2,728+10.3% | $5,680-47.0% | $4,528-33.6% |
| Admin fee / account holder | $156 | $343-54.5% | $13,210-98.8% | $348-55.2% |