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 Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $90,697 |
ALESCO ADVISORS5+ years Filed as: ALESCO ADVISORS LLC Service code 27 120 OFFICE PARK WAY · PITTSFORD, NY 14534 | Advisory (Plan) | $20,357 |
BONADIO & CO., LLP5+ years Service code 10 · EIN 16-1131146 3831 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $14,950 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,385 | $62,928-85.1% | $172,739-94.6% | $67,579-86.1% |
| Participation rate | 87.8% | 64.5%+23.4pp | 82.6%+5.2pp | 71.3%+16.6pp |
| Annual return | 21.00% | 30.36%-9.4pp | 802.84%-781.8pp | 378.56%-357.6pp |
| Employer contribution / active EE | $596 | $1,636-63.5% | $5,143-88.4% | $2,148-72.2% |
| Participant deferral / active EE | $1,269 | $2,145-40.8% | $5,198-75.6% | $3,539-64.1% |
| Admin fee / account holder | $137 | $167-17.6% | $13,954-99.0% | $142-3.5% |