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 GROUP5 years Service code 15 · EIN 06-1053228 | Recordkeeping | $252,739 |
NOITU INSURANCE TRUST FUND3 years Service code 50 · EIN 11-1740492 | Direct Payment | $230,798 |
Service code 14 · EIN 11-1896570 | Plan Administrator | $23,950 |
PROSKAUER ROSE LLP3 years Service code 29 · EIN 13-1840454 | Legal | $17,819 |
Filed as: GOULD, KOBRICK AND SCHLAPP, P.C. Service code 10 · EIN 13-3082707 | Accounting | $15,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $13,453 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,647 | $104,697-81.2% | $96,544-79.6% | $80,160-75.5% |
| Participation rate | 99.6% | 86.4%+13.3pp | 76.0%+23.7pp | 72.9%+26.7pp |
| Annual return | 16.49% | 21.78%-5.3pp | 25.84%-9.4pp | 40.38%-23.9pp |
| Employer contribution / active EE | $1,891 | $3,536-46.5% | $2,965-36.2% | $2,978-36.5% |
| Participant deferral / active EE | $749 | $6,188-87.9% | $4,851-84.6% | $5,017-85.1% |
| Admin fee / account holder | $163 | $107+52.7% | $8,252-98.0% | $145+12.5% |