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 GROUP6 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Advisory (Participants) | $6,907 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Investment management fees paid indir... | $3,970 |
USI CONSULTING GROUP7 years Service code 15 · EIN 06-1053228 | Recordkeeping | $3,841 |
CHARLES SCHWAB & CO., INC.8 years Service code 18 · EIN 94-1737782 | Custodial (securities); Shareholder s... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,149 | $57,651+195.1% | $112,229+51.6% | $71,457+138.1% |
| Participation rate | 100.0% | 58.9%+41.1pp | 72.4%+27.6pp | 67.9%+32.1pp |
| Annual return | 17.92% | 18.32%-0.4pp | 30.20%-12.3pp | 28.85%-10.9pp |
| Employer contribution / active EE | $6,680 | $1,913+249.1% | $3,430+94.7% | $2,588+158.2% |
| Participant deferral / active EE | $8,798 | $2,863+207.3% | $4,798+83.4% | $4,289+105.1% |
| Admin fee / account holder | $67 | $1,581-95.8% | $7,748-99.1% | $1,587-95.8% |