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 9-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 16 · EIN 06-1397347 | Consulting | $18,284 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $13,022 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,199 | $102,317+2.8% | $146,958-28.4% | $80,856+30.1% |
| Participation rate | 83.9% | 75.8%+8.0pp | 82.2%+1.7pp | 67.6%+16.2pp |
| Annual return | 14.50% | 134.76%-120.3pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $8,140 | $3,713+119.2% | $4,933+65.0% | $2,755+195.5% |
| Participant deferral / active EE | $5,536 | $6,644-16.7% | $8,070-31.4% | $4,296+28.9% |
| Admin fee / account holder | $150 | $7,941-98.1% | $12,998-98.8% | $6,918-97.8% |