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 GROUP7 years Filed as: USI ADVISORS Service code 26 · EIN 06-1397347 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Participants) | $45,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Sh... | $11,611 |
USI CONSULTING GROUP7 years Service code 15 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Recordkeeping | $1,881 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO INC Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.10+ years Service code 18 · EIN 82-3967259 | Custodial (other than securities); Sh... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,035 | $106,028+15.1% | $146,958-17.0% | $77,643+57.2% |
| Participation rate | 93.3% | 78.4%+14.9pp | 82.2%+11.2pp | 70.6%+22.7pp |
| Annual return | 13.91% | 56.73%-42.8pp | 418.34%-404.4pp | 31.24%-17.3pp |
| Employer contribution / active EE | $1,171 | $4,063-71.2% | $4,933-76.3% | $2,726-57.1% |
| Participant deferral / active EE | $10,351 | $7,990+29.6% | $8,070+28.3% | $4,647+122.7% |
| Admin fee / account holder | $191 | $337-43.4% | $12,998-98.5% | $430-55.6% |