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 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,332 | $57,016-53.8% | $84,966-69.0% | $80,856-67.4% |
| Participation rate | 91.5% | 56.3%+35.2pp | 67.5%+24.0pp | 67.6%+23.9pp |
| Annual return | 15.56% | 21.66%-6.1pp | 66.38%-50.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,754 | $3,110-11.4% | $4,519-39.1% | $4,296-35.9% |
| Admin fee / account holder | $55 | $4,980-98.9% | $6,149-99.1% | $6,918-99.2% |