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 GROUP2 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $24,597 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,288 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,402 | $88,083+48.0% | $164,813-20.9% | $74,495+75.0% |
| Participation rate | 73.9% | 73.0%+0.8pp | 78.6%-4.7pp | 67.2%+6.7pp |
| Annual return | 14.73% | 17.26%-2.5pp | 69.93%-55.2pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,223 | $2,593-14.3% | $4,341-48.8% | $2,623-15.3% |
| Participant deferral / active EE | $3,535 | $4,498-21.4% | $6,031-41.4% | $4,346-18.7% |
| Admin fee / account holder | $312 | $2,234-86.0% | $12,690-97.5% | $1,942-84.0% |