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 GROUP4 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Advisory (Participants) | $7,953 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Custodial... | $3,583 |
USI CONSULTING GROUP5 years Service code 15 · EIN 06-1053228 | Recordkeeping | $975 |
CHARLES SCHWAB & CO., INC.6 years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,280 | $65,862+208.6% | $124,672+63.1% | $79,386+156.1% |
| Participation rate | 85.5% | 62.2%+23.2pp | 74.6%+10.8pp | 70.7%+14.7pp |
| Annual return | 16.20% | 19.02%-2.8pp | 5142.93%-5126.7pp | 116.85%-100.7pp |
| Employer contribution / active EE | $5,380 | $1,883+185.6% | $3,324+61.9% | $2,427+121.6% |
| Participant deferral / active EE | $7,697 | $2,772+177.6% | $4,614+66.8% | $4,046+90.2% |
| Admin fee / account holder | $70 | $673-89.6% | $7,493-99.1% | $626-88.9% |