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 9-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 GROUP3 years Filed as: USI SECURITIES INC Service code 27 · EIN 06-1493970 95 GLASTONBURY BLVD., STE. 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $9,893 |
Service code 65 · EIN 27-3456006 1402 S. ATHERTON ST · STATE COLLEGE, PA 16801 | Account Maintenance | $3,073 |
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 14201 | Recordkeeping | $1,100 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE #600 · SANTA MONICA, CA 90401 | Advisory (Participants) | $814 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,954 | $79,171-57.1% | $102,423-66.8% | $74,495-54.4% |
| Participation rate | 65.4% | 74.8%-9.4pp | 76.5%-11.1pp | 67.2%-1.8pp |
| Annual return | 25.26% | 54.93%-29.7pp | 29.32%-4.1pp | 1364.94%-1339.7pp |
| Employer contribution / active EE | $2,044 | $2,362-13.5% | $3,023-32.4% | $2,623-22.1% |
| Participant deferral / active EE | $1,560 | $4,415-64.7% | $5,053-69.1% | $4,346-64.1% |
| Admin fee / account holder | $8 | $2,001-99.6% | $9,451-99.9% | $1,942-99.6% |