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 Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Advisory (Participants) | $6,047 |
USI CONSULTING GROUP4 years Service code 15 · EIN 06-1053228 | Recordkeeping | $5,265 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Float revenue... | $4,127 |
CHARLES SCHWAB & CO., INC.5 years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $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 | $175,298 | $59,328+195.5% | $118,925+47.4% | $73,488+138.5% |
| Participation rate | 80.5% | 62.3%+18.2pp | 75.4%+5.1pp | 70.7%+9.8pp |
| Annual return | 13.50% | 19.13%-5.6pp | 35.88%-22.4pp | 28.51%-15.0pp |
| Employer contribution / active EE | $4,618 | $1,803+156.1% | $3,263+41.5% | $2,270+103.4% |
| Participant deferral / active EE | $6,552 | $2,604+151.6% | $4,265+53.6% | $3,740+75.2% |
| Admin fee / account holder | $89 | $600-85.2% | $6,581-98.6% | $513-82.6% |