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 GROUP3+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $12,485 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 300 LINDEN OAKS, SUITE 200 · ROCHESTER, NY 14625 | Advisory (Plan) | $0 |
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 | $224,944 | $58,726+283.0% | $92,233+143.9% | $62,292+261.1% |
| Participation rate | 92.1% | 68.3%+23.8pp | 76.5%+15.7pp | 69.5%+22.6pp |
| Annual return | 21.40% | 43.62%-22.2pp | 176.28%-154.9pp | 28.90%-7.5pp |
| Employer contribution / active EE | $7,759 | $2,392+224.4% | $3,679+110.9% | $2,042+279.9% |
| Participant deferral / active EE | $5,161 | $2,766+86.6% | $3,897+32.5% | $3,169+62.9% |
| Admin fee / account holder | $85 | $556-84.7% | $5,194-98.4% | $479-82.3% |