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 GROUP8+ years Filed as: BURKE GROUP Service code 50 · EIN 80-0688755 | Direct Payment | $95,817 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP Service code 19 · EIN 27-2037969 | Securities Custodian | $7,692 |
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 | $22,222 | $43,113-48.5% | $82,719-73.1% | $77,904-71.5% |
| Participation rate | 61.5% | 63.8%-2.3pp | 72.6%-11.1pp | 73.7%-12.2pp |
| Annual return | -14.80% | 2.60%-17.4pp | 701.18%-716.0pp | 12.21%-27.0pp |
| Employer contribution / active EE | $1,005 | $1,924-47.8% | $3,009-66.6% | $2,848-64.7% |
| Participant deferral / active EE | $0 | $3,057-100.0% | $4,395-100.0% | $4,806-100.0% |
| Admin fee / account holder | $83 | $102-18.9% | $5,329-98.4% | $133-37.5% |