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 GROUP1 year Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Advisory (Participants) | $17,220 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Investment ma... | $7,248 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC Service code 15 · EIN 06-1053228 | Recordkeeping | $5,212 |
Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,439 | $136,307+94.0% | $177,821+48.7% | $73,488+259.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 16.76% | 18.68%-1.9pp | 48.32%-31.6pp | 28.51%-11.8pp |
| Employer contribution / active EE | $7,555 | $3,712+103.5% | $5,918+27.6% | $2,270+232.8% |
| Participant deferral / active EE | $12,101 | $5,829+107.6% | $7,714+56.9% | $3,740+223.6% |
| Admin fee / account holder | $194 | $596-67.4% | $12,427-98.4% | $513-62.1% |