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 GROUP7+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $128,858 |
ALESCO ADVISORS7+ years Filed as: ALESCO ADVISORS LLC Service code 27 120 OFFICE PARK WAY · PITTSFORD, NY 14534 | Advisory (Plan) | $29,612 |
BONADIO & CO., LLP7+ years Service code 10 · EIN 16-1131146 3831 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $11,000 |
NEWPORT GROUP, INC.1 year Service code 21 · EIN 27-2037969 | Bank Trustee | $8,720 |
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 | $12,268 | $56,485-78.3% | $185,823-93.4% | $86,799-85.9% |
| Participation rate | 97.4% | 65.5%+31.9pp | 81.7%+15.7pp | 72.3%+25.1pp |
| Annual return | 13.96% | 118.04%-104.1pp | 122.05%-108.1pp | 97.91%-83.9pp |
| Employer contribution / active EE | $822 | $1,843-55.4% | $5,167-84.1% | $2,405-65.8% |
| Participant deferral / active EE | $1,798 | $2,553-29.6% | $5,568-67.7% | $4,131-56.5% |
| Admin fee / account holder | $169 | $150+12.9% | $16,237-99.0% | $170-0.4% |