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 GROUP9+ years Filed as: BURKE GROUP Service code 50 · EIN 80-0688755 | Direct Payment | $120,428 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP Service code 19 · EIN 27-2037969 | Securities Custodian | $8,223 |
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 | $30,765 | $52,660-41.6% | $86,612-64.5% | $80,160-61.6% |
| Participation rate | 56.4% | 62.4%-6.0pp | 71.7%-15.3pp | 72.9%-16.5pp |
| Annual return | 16.59% | 24.87%-8.3pp | 591.07%-574.5pp | 40.38%-23.8pp |
| Employer contribution / active EE | $1,080 | $2,140-49.5% | $3,022-64.3% | $2,978-63.7% |
| Participant deferral / active EE | $0 | $3,215-100.0% | $4,438-100.0% | $5,017-100.0% |
| Admin fee / account holder | $125 | $113+10.5% | $5,614-97.8% | $145-14.0% |