See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Filed as: USI ADVISORS Service code 26 · EIN 06-1397347 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Participants) | $45,000 |
USI CONSULTING GROUP4 years Service code 15 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Recordkeeping | $15,286 |
Filed as: CHARLES SCHWAB & CO INC Service code 19 | Securities Custodian | $9,234 |
CHARLES SCHWAB & CO., INC.7+ years Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Custodial... | $1,561 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,287 | $104,317-1.9% | $159,436-35.8% | $86,799+17.8% |
| Participation rate | 76.4% | 77.7%-1.3pp | 82.8%-6.4pp | 72.3%+4.2pp |
| Annual return | 15.80% | 26.32%-10.5pp | 263.57%-247.8pp | 97.91%-82.1pp |
| Employer contribution / active EE | $665 | $3,451-80.7% | $4,829-86.2% | $2,405-72.4% |
| Participant deferral / active EE | $7,913 | $6,837+15.7% | $7,352+7.6% | $4,131+91.6% |
| Admin fee / account holder | $162 | $172-6.0% | $10,799-98.5% | $170-4.5% |