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+ years Filed as: BURKE GROUP Service code 13 · EIN 16-1492611 | Contract Administrator | $104,822 |
WILLIAM BLAIR1+ years Filed as: WILLIAM OCHOCINSKI Service code 30 | Employee (plan) | $48,490 |
DAVID B. HERRMANN, JR.1+ years Service code 29 | Legal | $34,730 |
MICHELLE OCHOCINSKI1+ years Service code 30 | Employee (plan) | $19,017 |
WATERFORD ADVISORS1+ years Service code 10 · EIN 16-1543527 | Accounting | $12,558 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND MORGAN Service code 30 | Employee (plan) | $10,778 |
EFPR GROUP, CPAS, PLLC1+ years Service code 10 · EIN 47-4526160 | Accounting | $8,650 |
SOFTPATH, INC.1+ years Service code 16 · EIN 16-1502471 | Consulting | $7,965 |
CHRISTINE KING1+ years Filed as: CHRISTINE CHRISTOPHER Service code 30 | Employee (plan) | $6,560 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,099 | $68,413-82.3% | $123,104-90.2% | $55,191-78.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | -1.37% | 6.30%-7.7pp | 13.22%-14.6pp | 10.78%-12.2pp |
| Employer contribution / active EE | $847 | $3,050-72.2% | $5,151-83.6% | $1,899-55.4% |
| Participant deferral / active EE | $1,357 | $4,490-69.8% | $6,230-78.2% | $3,046-55.5% |
| Admin fee / account holder | $247 | $88+181.3% | $9,015-97.3% | $91+172.1% |