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 7-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 GROUP2+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $85,956 |
PRIME, BUCHHOLZ & ASSOCIATES2+ years Filed as: PRIME, BUCHOLTZ & ASSOCIATES Service code 27 · EIN 02-0426421 | Advisory (Plan) | $55,107 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,673 | $36,916+245.8% | $156,549-18.4% | $57,658+121.4% |
| Participation rate | 93.6% | 63.4%+30.2pp | 84.0%+9.6pp | 70.2%+23.4pp |
| Annual return | 5.95% | 12.38%-6.4pp | 32.23%-26.3pp | 5.13%+0.8pp |
| Employer contribution / active EE | $8,490 | $1,571+440.5% | $5,501+54.3% | $1,974+330.1% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $429 | $82+420.2% | $13,027-96.7% | $95+353.9% |