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 GROUP7 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $18,410 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Custodial... | $1,673 |
CHARLES SCHWAB & CO., INC.9+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,070 | $47,126+19.0% | $149,673-62.5% | $74,419-24.7% |
| Participation rate | 96.0% | 63.4%+32.6pp | 78.8%+17.2pp | 70.7%+25.3pp |
| Annual return | 16.04% | 22.75%-6.7pp | 134.42%-118.4pp | 34.38%-18.3pp |
| Employer contribution / active EE | $6,765 | $1,905+255.0% | $4,818+40.4% | $2,637+156.5% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $25 | $343-92.8% | $13,210-99.8% | $348-92.9% |