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 | $65,904+2.1% | $160,784-58.1% | $79,634-15.5% |
| Participation rate | 92.7% | 56.2%+36.5pp | 77.0%+15.8pp | 62.5%+30.2pp |
| Annual return | 22.32% | 20.16%+2.2pp | 1803.92%-1781.6pp | 36.46%-14.1pp |
| Employer contribution / active EE | $6,542 | $1,805+262.4% | $3,733+75.3% | $2,529+158.7% |
| Participant deferral / active EE | $9,864 | $3,692+167.2% | $6,293+56.8% | $3,835+157.3% |
| Admin fee / account holder | $192 | $965-80.1% | $9,717-98.0% | $1,002-80.8% |