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 GROUP9+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $125,352 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 27 300 LINDEN OAKS, SUITE 200 · ROCHESTER, NY 14625 | Advisory (Plan) | $19,040 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP Service code 19 · EIN 27-2037969 | Securities Custodian | $15,940 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,128 | $76,670+193.6% | $96,683+132.9% | $71,457+215.1% |
| Participation rate | 92.7% | 66.6%+26.1pp | 74.3%+18.3pp | 67.9%+24.8pp |
| Annual return | 21.38% | 48.29%-26.9pp | 35.69%-14.3pp | 28.85%-7.5pp |
| Employer contribution / active EE | $8,904 | $3,031+193.7% | $3,737+138.3% | $2,588+244.1% |
| Participant deferral / active EE | $6,290 | $3,771+66.8% | $4,878+28.9% | $4,289+46.7% |
| Admin fee / account holder | $613 | $2,028-69.8% | $6,730-90.9% | $1,587-61.4% |