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 7-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: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $57,230 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,358 |
CADARET GRANT & CO INC1+ years Service code 27 · EIN 22-2361254 | Advisory (Plan) | $25,491 |
Filed as: FIDELITY PERSONAL TRUST CO Service code 19 · EIN 04-3511550 | Securities Custodian | $8,895 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,530 | $37,196+9.0% | $154,107-73.7% | $55,725-27.3% |
| Participation rate | 53.9% | 64.1%-10.2pp | 83.0%-29.1pp | 70.9%-16.9pp |
| Annual return | -2.49% | 1319.68%-1322.2pp | 735.12%-737.6pp | 244.93%-247.4pp |
| Employer contribution / active EE | $942 | $1,614-41.7% | $5,298-82.2% | $2,078-54.7% |
| Participant deferral / active EE | $2,534 | $2,068+22.5% | $5,081-50.1% | $3,356-24.5% |
| Admin fee / account holder | $335 | $102+229.4% | $13,411-97.5% | $115+190.5% |