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 GROUP8+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $135,006 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 27 300 LINDEN OAKS, SUITE 200 · ROCHESTER, NY 14625 | Advisory (Plan) | $31,250 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 19 · EIN 27-2037969 | Securities Custodian | $10,911 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,633 | $64,119+320.5% | $112,228+140.3% | $66,914+303.0% |
| Participation rate | 86.0% | 68.5%+17.5pp | 75.1%+10.9pp | 69.8%+16.2pp |
| Annual return | -17.21% | -13.81%-3.4pp | 27.45%-44.7pp | 1.58%-18.8pp |
| Employer contribution / active EE | $8,503 | $3,005+182.9% | $3,635+133.9% | $2,544+234.2% |
| Participant deferral / active EE | $5,528 | $3,693+49.7% | $4,728+16.9% | $4,237+30.5% |
| Admin fee / account holder | $963 | $625+54.0% | $6,410-85.0% | $593+62.3% |