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 GROUP5+ years Filed as: BURKE GROUP Service code 50 · EIN 80-0688755 | Direct Payment | $84,985 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-2647786 | Securities Custodian | $6,347 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,066 | $44,794-50.7% | $90,281-75.6% | $77,787-71.6% |
| Participation rate | 62.5% | 66.6%-4.0pp | 73.3%-10.8pp | 73.2%-10.7pp |
| Annual return | 18.32% | 28.23%-9.9pp | 78.10%-59.8pp | 32.57%-14.3pp |
| Employer contribution / active EE | $790 | $1,809-56.3% | $2,854-72.3% | $2,504-68.4% |
| Participant deferral / active EE | $0 | $2,642-100.0% | $3,885-100.0% | $3,967-100.0% |
| Admin fee / account holder | $78 | $94-17.9% | $5,351-98.6% | $100-22.5% |