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 GROUP9+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $140,206 |
ALESCO ADVISORS9+ years Filed as: ALESCO ADVISORS LLC Service code 27 120 OFFICE PARK WAY · PITTSFORD, NY 14534 | Advisory (Plan) | $29,684 |
BONADIO & CO., LLP9+ years Service code 10 · EIN 16-1131146 3831 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $3,336 |
NEWPORT GROUP, INC.3 years Service code 21 · EIN 27-2037969 | Bank Trustee | $0 |
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 | $11,933 | $47,126-74.7% | $149,673-92.0% | $74,419-84.0% |
| Participation rate | 90.5% | 63.4%+27.1pp | 78.8%+11.7pp | 70.7%+19.8pp |
| Annual return | 15.75% | 22.75%-7.0pp | 134.42%-118.7pp | 34.38%-18.6pp |
| Employer contribution / active EE | $878 | $1,905-53.9% | $4,818-81.8% | $2,637-66.7% |
| Participant deferral / active EE | $1,949 | $2,728-28.5% | $5,680-65.7% | $4,528-56.9% |
| Admin fee / account holder | $159 | $343-53.7% | $13,210-98.8% | $348-54.4% |