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 GROUP5 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Advisory (Participants) | $9,892 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Investmen... | $1,942 |
USI CONSULTING GROUP6 years Service code 15 · EIN 06-1053228 | Recordkeeping | $533 |
CHARLES SCHWAB & CO., INC.7 years Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,064 | $62,603+131.7% | $104,294+39.1% | $66,914+116.8% |
| Participation rate | 100.0% | 59.6%+40.4pp | 73.3%+26.7pp | 69.8%+30.2pp |
| Annual return | -17.01% | -14.70%-2.3pp | 24.61%-41.6pp | 1.58%-18.6pp |
| Employer contribution / active EE | $6,050 | $1,972+206.8% | $3,372+79.4% | $2,544+137.8% |
| Participant deferral / active EE | $8,220 | $2,853+188.2% | $4,625+77.7% | $4,237+94.0% |
| Admin fee / account holder | $66 | $656-89.9% | $7,339-99.1% | $593-88.8% |