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 Service code 26 · EIN 06-1397347 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Participants) | $45,000 |
USI CONSULTING GROUP2 years Service code 15 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Recordkeeping | $12,995 |
CHARLES SCHWAB & CO., INC.5+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $8,953 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 19 | Securities Custodian | $0 |
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 | $78,045 | $88,122-11.4% | $141,162-44.7% | $67,579+15.5% |
| Participation rate | 87.8% | 76.5%+11.4pp | 82.5%+5.4pp | 71.3%+16.5pp |
| Annual return | 22.75% | 75.40%-52.7pp | 71.39%-48.6pp | 378.56%-355.8pp |
| Employer contribution / active EE | $1,042 | $3,224-67.7% | $4,735-78.0% | $2,148-51.5% |
| Participant deferral / active EE | $7,827 | $5,958+31.4% | $6,709+16.7% | $3,539+121.1% |
| Admin fee / account holder | $167 | $131+27.7% | $10,261-98.4% | $142+17.5% |