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 GROUP2 years Service code 12 · EIN 06-1053228 | Investment advisory (plan); Recordkee... | $12,365 |
BURDETTE SMITH & BISH LLC2 years Service code 10 · EIN 45-4037800 | Accounting | $12,230 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,029 | $102,317-39.4% | $146,958-57.8% | $80,856-23.3% |
| Participation rate | 95.8% | 75.8%+20.0pp | 82.2%+13.7pp | 67.6%+28.2pp |
| Annual return | 9.95% | 134.76%-124.8pp | 418.34%-408.4pp | 35.59%-25.6pp |
| Employer contribution / active EE | $5,834 | $3,713+57.1% | $4,933+18.3% | $2,755+111.8% |
| Participant deferral / active EE | $13,024 | $6,644+96.0% | $8,070+61.4% | $4,296+203.2% |
| Admin fee / account holder | $131 | $7,941-98.4% | $12,998-99.0% | $6,918-98.1% |