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 15 · EIN 06-1397347 95 GLASTONBURY BOULEVARD · GLASTONURY, CT 06033 | Recordkeeping | $26,622 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Custodial (securities); Float revenue... | $2,358 |
CHARLES SCHWAB & CO., INC.4+ years Service code 18 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Trustee (bank, trust company, or simi... | $1,897 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $1,782 |
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 | $101,787 | $57,354+77.5% | $83,848+21.4% | $64,186+58.6% |
| Participation rate | 89.4% | 68.6%+20.8pp | 76.1%+13.3pp | 69.6%+19.8pp |
| Annual return | -6.87% | 11.38%-18.3pp | 850.88%-857.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,374 | $2,545+32.6% | $3,631-7.1% | $2,381+41.7% |
| Participant deferral / active EE | $7,657 | $2,993+155.8% | $4,082+87.6% | $3,470+120.7% |
| Admin fee / account holder | $271 | $4,046-93.3% | $5,478-95.1% | $4,888-94.5% |