Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $5,544 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $369 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,332 | $57,057-53.8% | $85,009-69.0% | $80,874-67.4% |
| Participation rate | 91.5% | 56.4%+35.2pp | 67.5%+24.0pp | 67.6%+23.9pp |
| Annual return | 15.56% | 21.66%-6.1pp | 66.47%-50.9pp | 35.62%-20.1pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,754 | $3,112-11.5% | $4,522-39.1% | $4,297-35.9% |
| Admin fee / account holder | $55 | $4,986-98.9% | $6,153-99.1% | $6,935-99.2% |