See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP7 years Filed as: USI ADVISORS Service code 26 · EIN 06-1397347 | Advisory (Participants) | $31,828 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Custodial (other than securities); Fl... | $2,279 |
USI CONSULTING GROUP8 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $439 |
CHARLES SCHWAB & CO., INC.10+ years Service code 18 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Custodial (securities); Shareholder s... | $0 |
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 | $65,294 | $84,556-22.8% | $116,228-43.8% | $74,304-12.1% |
| Participation rate | 83.6% | 66.0%+17.5pp | 74.6%+9.0pp | 60.3%+23.2pp |
| Annual return | 6.84% | 18.35%-11.5pp | 90.06%-83.2pp | 29.43%-22.6pp |
| Employer contribution / active EE | $2,610 | $2,168+20.4% | $2,994-12.8% | $2,241+16.5% |
| Participant deferral / active EE | $5,040 | $3,814+32.1% | $4,953+1.7% | $3,767+33.8% |
| Admin fee / account holder | $198 | $3,792-94.8% | $11,989-98.4% | $2,969-93.3% |