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 GROUP7+ years Filed as: BURKE GROUP Service code 50 · EIN 80-0688755 | Direct Payment | $88,107 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 19 · EIN 27-2037969 | Securities Custodian | $8,523 |
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 | $26,640 | $52,626-49.4% | $98,442-72.9% | $93,030-71.4% |
| Participation rate | 59.8% | 65.3%-5.5pp | 73.3%-13.5pp | 73.9%-14.1pp |
| Annual return | 13.04% | 16.95%-3.9pp | 1492.73%-1479.7pp | 158.70%-145.7pp |
| Employer contribution / active EE | $2,049 | $1,894+8.2% | $2,960-30.8% | $2,706-24.3% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $4,276-100.0% | $4,562-100.0% |
| Admin fee / account holder | $79 | $102-22.8% | $5,949-98.7% | $152-48.0% |