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 GALSTONBURY BOULEVARD · GALSTONBURY, CT 06033 | Advisory (Participants) | $45,000 |
USI CONSULTING GROUP5 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 | Recordkeeping | $19,249 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Investment management fees paid indir... | $6,007 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $2,333 |
CHARLES SCHWAB & CO., INC.7+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Shareholder s... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,930 | $56,485-1.0% | $185,823-69.9% | $86,799-35.6% |
| Participation rate | 54.0% | 65.5%-11.5pp | 81.7%-27.7pp | 72.3%-18.3pp |
| Annual return | 28.33% | 118.04%-89.7pp | 122.05%-93.7pp | 97.91%-69.6pp |
| Employer contribution / active EE | $60 | $1,843-96.8% | $5,167-98.8% | $2,405-97.5% |
| Participant deferral / active EE | $2,874 | $2,553+12.6% | $5,568-48.4% | $4,131-30.4% |
| Admin fee / account holder | $121 | $150-19.0% | $16,237-99.3% | $170-28.5% |