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 GROUP2 years Filed as: USI ADVISORS, INC. Service code 15 · EIN 06-1397347 95 GLASTONBURY BOULEVARD · GLASTONURY, CT 06033 | Recordkeeping | $25,000 |
USI CONSULTING GROUP3 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $2,985 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Custodial (other than securities); Fl... | $2,096 |
CHARLES SCHWAB & CO., INC.5+ years Service code 18 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Custodial (other than securities); Tr... | $1,682 |
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 | $136,596 | $65,365+109.0% | $92,893+47.0% | $72,985+87.2% |
| Participation rate | 87.7% | 68.3%+19.4pp | 76.0%+11.7pp | 69.5%+18.2pp |
| Annual return | 24.18% | 42.10%-17.9pp | 109.41%-85.2pp | 81.00%-56.8pp |
| Employer contribution / active EE | $3,925 | $2,594+51.3% | $3,653+7.5% | $2,440+60.9% |
| Participant deferral / active EE | $8,945 | $3,128+185.9% | $4,236+111.2% | $3,607+148.0% |
| Admin fee / account holder | $277 | $4,251-93.5% | $5,794-95.2% | $5,124-94.6% |