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 CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $50,525 |
CHARLES SCHWAB & CO., INC.3+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $570 |
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 | $71,938 | $155,795-53.8% | $136,294-47.2% | $69,631+3.3% |
| Participation rate | 89.2% | 75.2%+14.0pp | 81.9%+7.3pp | 70.7%+18.6pp |
| Annual return | 17.88% | 232464.33%-232446.5pp | 5155.94%-5138.1pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $3,679 | $2,991+23.0% | $4,695-21.6% | $2,032+81.0% |
| Participant deferral / active EE | $7,163 | $5,394+32.8% | $6,247+14.7% | $3,224+122.2% |
| Admin fee / account holder | $152 | $128+18.1% | $9,243-98.4% | $110+37.2% |