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 GROUP1 year Service code 15 300 MERIDIAN CENTRE BLVD · ROCHESTER, NY 14618 | Recordkeeping | $75,612 |
DELMONTE HOTEL GROUP1 year Service code 50 909 LINDEN AVENUE · ROCHESTER, NY 14625 | Direct Payment | $70,552 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $43,116 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $8,701 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,027 | $30,588-5.1% | $53,898-46.1% | $85,563-66.1% |
| Participation rate | 73.2% | 26.3%+46.9pp | 55.0%+18.2pp | 66.0%+7.2pp |
| Annual return | 20.48% | 50.42%-29.9pp | 528.60%-508.1pp | 31.51%-11.0pp |
| Employer contribution / active EE | $528 | $436+21.1% | $932-43.4% | $2,654-80.1% |
| Participant deferral / active EE | $1,646 | $848+94.2% | $1,826-9.9% | $4,375-62.4% |
| Admin fee / account holder | $297 | $1,879-84.2% | $2,491-88.1% | $834-64.4% |