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 4-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 GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $43,938 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,989 |
CROWE LLP1 year Service code 16 · EIN 35-0921680 | Consulting | $9,446 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,174 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,299 | $71,964-6.5% | $167,512-59.8% | $85,563-21.3% |
| Participation rate | 92.7% | 61.0%+31.8pp | 77.1%+15.7pp | 66.0%+26.8pp |
| Annual return | 22.32% | 18.83%+3.5pp | 1615.79%-1593.5pp | 31.51%-9.2pp |
| Employer contribution / active EE | $6,542 | $1,875+249.0% | $3,882+68.5% | $2,654+146.5% |
| Participant deferral / active EE | $9,864 | $4,110+140.0% | $6,405+54.0% | $4,375+125.5% |
| Admin fee / account holder | $192 | $815-76.4% | $9,769-98.0% | $834-77.0% |