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 GROUP1 year Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Advisory (Participants) | $7,160 |
USI CONSULTING GROUP2 years Service code 15 · EIN 06-1053228 | Recordkeeping | $5,315 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Float rev... | $4,266 |
CHARLES SCHWAB & CO., INC.3 years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,898 | $65,557+111.9% | $105,738+31.4% | $56,287+146.8% |
| Participation rate | 92.3% | 63.4%+28.9pp | 76.3%+16.0pp | 69.9%+22.5pp |
| Annual return | -4.83% | -1.32%-3.5pp | 6.27%-11.1pp | -9.96%+5.1pp |
| Employer contribution / active EE | $5,153 | $1,788+188.1% | $3,268+57.7% | $2,111+144.1% |
| Participant deferral / active EE | $7,288 | $2,418+201.4% | $4,080+78.6% | $3,350+117.6% |
| Admin fee / account holder | $99 | $561-82.4% | $6,913-98.6% | $521-81.0% |