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 GROUP3 years Service code 15 · EIN 06-1053228 | Recordkeeping | $6,521 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Advisory (Participants) | $6,152 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Cu... | $4,935 |
CHARLES SCHWAB & CO., INC.4 years Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $0 |
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 | $159,963 | $54,045+196.0% | $115,157+38.9% | $65,185+145.4% |
| Participation rate | 95.3% | 63.5%+31.7pp | 75.9%+19.4pp | 70.2%+25.1pp |
| Annual return | 22.75% | 26.55%-3.8pp | 35.60%-12.9pp | 29.38%-6.6pp |
| Employer contribution / active EE | $5,020 | $1,653+203.7% | $3,179+57.9% | $2,177+130.6% |
| Participant deferral / active EE | $7,342 | $2,504+193.2% | $4,168+76.1% | $3,514+108.9% |
| Admin fee / account holder | $102 | $626-83.7% | $7,088-98.6% | $847-87.9% |