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 GROUP10+ years Filed as: BURKE GROUP Service code 21 · EIN 80-0688755 | Bank Trustee | $71,754 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 26 · EIN 23-2384840 | Advisory (Participants) | $14,470 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,677 | $29,546-23.2% | $56,441-59.8% | $77,671-70.8% |
| Participation rate | 84.3% | 32.7%+51.7pp | 52.5%+31.8pp | 70.6%+13.8pp |
| Annual return | 16.27% | 19.01%-2.7pp | 1704.21%-1687.9pp | 31.21%-14.9pp |
| Employer contribution / active EE | $719 | $568+26.5% | $1,039-30.8% | $2,726-73.6% |
| Participant deferral / active EE | $1,870 | $1,061+76.2% | $1,953-4.3% | $4,648-59.8% |
| Admin fee / account holder | $122 | $1,046-88.4% | $2,829-95.7% | $430-71.7% |