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+ years Filed as: USI SECURITIES INC Service code 55 | Other Commissions | $39,375 |
Service code 37 · EIN 04-2647786 P O BOX 770002 · CINCINNATI, OH 410154325 | Loan Processing | $6,959 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,608 | $70,002+150.9% | $115,037+52.7% | $52,331+235.6% |
| Participation rate | 63.6% | 72.1%-8.5pp | 81.4%-17.7pp | 68.1%-4.5pp |
| Annual return | -0.92% | 4.04%-5.0pp | 26.14%-27.1pp | 4.54%-5.5pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $7,587 | $4,920+54.2% | $6,026+25.9% | $3,022+151.0% |
| Admin fee / account holder | $70 | $566-87.6% | $8,175-99.1% | $592-88.1% |