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 GROUP6+ years Filed as: BURKE GROUP Service code 50 · EIN 80-0688755 | Direct Payment | $84,767 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-2647786 | Securities Custodian | $6,685 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,077 | $47,634-49.5% | $90,404-73.4% | $90,288-73.3% |
| Participation rate | 60.8% | 67.5%-6.6pp | 72.7%-11.8pp | 73.4%-12.5pp |
| Annual return | 12.80% | 19.61%-6.8pp | 1293.02%-1280.2pp | 53.97%-41.2pp |
| Employer contribution / active EE | $937 | $1,749-46.4% | $3,262-71.3% | $2,524-62.9% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $3,963-100.0% | $4,232-100.0% |
| Admin fee / account holder | $87 | $106-18.0% | $5,611-98.4% | $114-23.7% |