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 GROUP1 year Service code 15 300 MERIDIAN CENTRE BLVD · ROCHESTER, NY 14618 | Recordkeeping | $22,481 |
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $5,821 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,285 | $87,870+52.8% | $113,168+18.7% | $74,304+80.7% |
| Participation rate | 83.1% | 70.7%+12.3pp | 76.6%+6.5pp | 60.3%+22.7pp |
| Annual return | 15.50% | 26.44%-10.9pp | 24.27%-8.8pp | 29.43%-13.9pp |
| Employer contribution / active EE | $4,155 | $2,277+82.5% | $2,975+39.6% | $2,241+85.4% |
| Participant deferral / active EE | $4,465 | $4,241+5.3% | $5,107-12.6% | $3,767+18.5% |
| Admin fee / account holder | $203 | $3,368-94.0% | $12,068-98.3% | $2,969-93.2% |