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 GROUP5 years Filed as: USI ADVISORS Service code 26 · EIN 06-1397347 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Participants) | $45,000 |
USI CONSULTING GROUP5 years Service code 15 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Recordkeeping | $21,680 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.8+ years Service code 18 · EIN 82-3967259 | Custodial (other than securities); Sh... | $0 |
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 | $82,861 | $82,202+0.8% | $125,339-33.9% | $64,808+27.9% |
| Participation rate | 89.9% | 77.9%+12.0pp | 82.4%+7.5pp | 71.5%+18.4pp |
| Annual return | -13.04% | 3.48%-16.5pp | 572.05%-585.1pp | 32.82%-45.9pp |
| Employer contribution / active EE | $972 | $3,615-73.1% | $4,814-79.8% | $2,506-61.2% |
| Participant deferral / active EE | $8,038 | $7,175+12.0% | $7,446+7.9% | $4,310+86.5% |
| Admin fee / account holder | $167 | $163+2.4% | $10,010-98.3% | $188-11.0% |