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 GROUP4 years Filed as: USI ADVISORS, INC. Service code 15 · EIN 06-1397347 95 GLASTONBURY BOULEVARD · GLASTONURY, CT 06033 | Recordkeeping | $25,000 |
USI CONSULTING GROUP5 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $1,000 |
CHARLES SCHWAB & CO., INC.7+ years Service code 18 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Trustee (bank, trust company, or simi... | $0 |
CHARLES SCHWAB & CO., INC.2 years 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 | $192,561 | $78,672+144.8% | $109,143+76.4% | $85,850+124.3% |
| Participation rate | 87.5% | 68.3%+19.2pp | 75.9%+11.6pp | 69.3%+18.2pp |
| Annual return | 16.75% | 25.09%-8.3pp | 25.75%-9.0pp | 318.53%-301.8pp |
| Employer contribution / active EE | $4,071 | $2,735+48.9% | $3,722+9.4% | $2,565+58.7% |
| Participant deferral / active EE | $10,611 | $3,467+206.0% | $4,653+128.0% | $3,952+168.5% |
| Admin fee / account holder | $290 | $5,469-94.7% | $6,752-95.7% | $6,260-95.4% |