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 GROUP7+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $118,761 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 300 LINDEN OAKS, SUITE 200 · ROCHESTER, NY 14625 | Advisory (Plan) | $74,913 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,848 | $77,660+247.5% | $109,143+147.2% | $79,386+239.9% |
| Participation rate | 88.8% | 67.8%+21.0pp | 75.9%+13.0pp | 70.7%+18.1pp |
| Annual return | 18.78% | 23.44%-4.7pp | 25.75%-7.0pp | 116.85%-98.1pp |
| Employer contribution / active EE | $9,681 | $2,797+246.1% | $3,722+160.1% | $2,427+298.8% |
| Participant deferral / active EE | $5,926 | $3,518+68.5% | $4,653+27.4% | $4,046+46.5% |
| Admin fee / account holder | $857 | $732+17.0% | $6,752-87.3% | $626+36.8% |