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 GROUP7 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GALSTONBURY BOULEVARD · GALSTONBURY, CT 06033 | Advisory (Participants) | $45,000 |
USI CONSULTING GROUP8 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 | Recordkeeping | $25,758 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Investment ma... | $8,176 |
CHARLES SCHWAB & CO., INC.10+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,333 | $50,815+40.4% | $155,509-54.1% | $77,643-8.1% |
| Participation rate | 53.9% | 63.1%-9.2pp | 78.2%-24.2pp | 70.6%-16.6pp |
| Annual return | 13.71% | 34.80%-21.1pp | 64.67%-51.0pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,186 | $1,993-40.5% | $4,672-74.6% | $2,726-56.5% |
| Participant deferral / active EE | $4,385 | $2,822+55.4% | $5,626-22.1% | $4,647-5.6% |
| Admin fee / account holder | $152 | $437-65.2% | $15,912-99.0% | $430-64.6% |