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 GROUP6 years Filed as: USI ADVISORS Service code 26 · EIN 06-1397347 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Participants) | $45,000 |
USI CONSULTING GROUP6 years Service code 15 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Recordkeeping | $18,078 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Cu... | $8,311 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.9+ years Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Custodial... | $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 | $98,711 | $95,274+3.6% | $135,903-27.4% | $74,419+32.6% |
| Participation rate | 91.7% | 78.2%+13.5pp | 81.9%+9.8pp | 70.7%+21.0pp |
| Annual return | 18.72% | 32.77%-14.0pp | 68.23%-49.5pp | 34.38%-15.7pp |
| Employer contribution / active EE | $802 | $3,874-79.3% | $4,856-83.5% | $2,637-69.6% |
| Participant deferral / active EE | $9,025 | $7,782+16.0% | $7,758+16.3% | $4,528+99.3% |
| Admin fee / account holder | $161 | $266-39.6% | $10,762-98.5% | $348-53.8% |