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 Service code 26 · EIN 06-1397347 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Participants) | $45,000 |
USI CONSULTING GROUP3 years Service code 15 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Recordkeeping | $13,955 |
CHARLES SCHWAB & CO., INC.6+ years Service code 18 · EIN 82-3967259 | Custodial (other than securities); Cu... | $10,706 |
CHARLES SCHWAB & CO., INC.6+ 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 | $90,732 | $100,801-10.0% | $149,696-39.4% | $73,409+23.6% |
| Participation rate | 85.5% | 77.7%+7.8pp | 82.5%+3.0pp | 72.2%+13.3pp |
| Annual return | 20.05% | 265.34%-245.3pp | 276.60%-256.6pp | 59.29%-39.2pp |
| Employer contribution / active EE | $964 | $3,312-70.9% | $4,644-79.2% | $2,234-56.8% |
| Participant deferral / active EE | $7,592 | $6,404+18.5% | $6,842+11.0% | $3,805+99.5% |
| Admin fee / account holder | $159 | $181-12.3% | $9,309-98.3% | $158+0.4% |