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 GROUP10+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $49,721 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY Service code 27 300 LINDEN OAKS, SUITE 200 · ROCHESTER, NY 14625 | Advisory (Plan) | $33,458 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP Service code 19 · EIN 27-2037969 | Securities Custodian | $4,140 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,453 | $80,724+163.2% | $103,333+105.6% | $74,495+185.2% |
| Participation rate | 93.5% | 65.7%+27.9pp | 74.5%+19.0pp | 67.2%+26.3pp |
| Annual return | 17.69% | 27.56%-9.9pp | 24.88%-7.2pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $10,453 | $3,157+231.1% | $3,868+170.3% | $2,623+298.5% |
| Participant deferral / active EE | $7,042 | $3,860+82.4% | $5,057+39.2% | $4,346+62.0% |
| Admin fee / account holder | $652 | $2,368-72.5% | $8,355-92.2% | $1,942-66.4% |