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 15 · EIN 06-1397347 95 GLASTONBURY BOULEVARD · GLASTONURY, CT 06033 | Recordkeeping | $25,000 |
USI CONSULTING GROUP4 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $1,551 |
CHARLES SCHWAB & CO., INC.6+ years Service code 18 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Custodial... | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Custodial (other than securities); Fl... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,406 | $72,277+128.9% | $101,248+63.4% | $79,858+107.1% |
| Participation rate | 88.2% | 68.5%+19.8pp | 75.8%+12.4pp | 69.6%+18.6pp |
| Annual return | 18.08% | 22.30%-4.2pp | 46.47%-28.4pp | 31.71%-13.6pp |
| Employer contribution / active EE | $3,572 | $2,692+32.7% | $3,660-2.4% | $2,471+44.6% |
| Participant deferral / active EE | $8,580 | $3,282+161.5% | $4,370+96.3% | $3,740+129.4% |
| Admin fee / account holder | $277 | $4,400-93.7% | $5,945-95.3% | $5,306-94.8% |