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 GROUP7 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397348 | Advisory (Participants) | $37,500 |
USI CONSULTING GROUP8 years Filed as: USI CONSULTING GROUP, INC Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $24,101 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Shareholder s... | $3,466 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.10+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,001 | $50,815-11.4% | $155,509-71.1% | $77,643-42.0% |
| Participation rate | 54.3% | 63.1%-8.8pp | 78.2%-23.8pp | 70.6%-16.2pp |
| Annual return | 10.73% | 34.80%-24.1pp | 64.67%-53.9pp | 31.24%-20.5pp |
| Employer contribution / active EE | $1,340 | $1,993-32.7% | $4,672-71.3% | $2,726-50.8% |
| Participant deferral / active EE | $2,732 | $2,822-3.2% | $5,626-51.4% | $4,647-41.2% |
| Admin fee / account holder | $143 | $437-67.2% | $15,912-99.1% | $430-66.7% |