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 GROUP3 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Advisory (Participants) | $12,896 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Cu... | $8,766 |
USI CONSULTING GROUP3 years Filed as: USI CONSULTING GROUP, INC Service code 15 · EIN 06-1053228 | Recordkeeping | $4,217 |
CHARLES SCHWAB & CO., INC.3 years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,515 | $110,094+99.4% | $151,611+44.8% | $68,494+220.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.64% | -10.12%-5.5pp | 3.33%-19.0pp | -7.84%-7.8pp |
| Employer contribution / active EE | $7,854 | $4,471+75.7% | $6,166+27.4% | $2,596+202.5% |
| Participant deferral / active EE | $13,350 | $6,527+104.5% | $8,363+59.6% | $4,027+231.5% |
| Admin fee / account holder | $141 | $7,719-98.2% | $11,616-98.8% | $5,403-97.4% |