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 GROUP5+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $57,394 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 300 LINDEN OAKS, SUITE 200 · ROCHESTER, NY 14625 | Advisory (Plan) | $42,136 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $289,159 | $63,114+358.2% | $92,893+211.3% | $65,185+343.6% |
| Participation rate | 86.1% | 68.8%+17.4pp | 76.0%+10.1pp | 70.2%+15.9pp |
| Annual return | 26.94% | 28.75%-1.8pp | 109.41%-82.5pp | 29.38%-2.4pp |
| Employer contribution / active EE | $10,932 | $2,571+325.3% | $3,653+199.3% | $2,177+402.3% |
| Participant deferral / active EE | $5,200 | $3,108+67.3% | $4,236+22.7% | $3,514+48.0% |
| Admin fee / account holder | $696 | $624+11.6% | $5,794-88.0% | $847-17.8% |