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 GROUP2 years Filed as: USI SECURITIES INC Service code 27 · EIN 06-1493970 | Advisory (Plan) | $61,191 |
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $46,710 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,924 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,255 | $89,808+2.7% | $100,383-8.1% | $77,671+18.8% |
| Participation rate | 91.5% | 81.2%+10.3pp | 81.5%+10.0pp | 70.6%+20.9pp |
| Annual return | 22.70% | 20.62%+2.1pp | 49.26%-26.6pp | 31.21%-8.5pp |
| Employer contribution / active EE | $10,348 | $3,039+240.5% | $3,944+162.4% | $2,726+279.6% |
| Participant deferral / active EE | $11,777 | $8,284+42.2% | $8,086+45.7% | $4,648+153.4% |
| Admin fee / account holder | $251 | $174+43.8% | $7,900-96.8% | $430-41.7% |