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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $110,414 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS,INC. Service code 99 · EIN 06-1397347 | Other Fees | $23,580 |
Filed as: HAGEN, KURTH PERMAN & CO., P.S. Service code 10 · EIN 91-1233794 | Accounting | $14,750 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $7,076 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,515 | $106,110-57.1% | $147,005-69.0% | $77,671-41.4% |
| Participation rate | 67.4% | 78.4%-11.0pp | 82.2%-14.8pp | 70.6%-3.2pp |
| Annual return | 15.71% | 56.77%-41.1pp | 418.76%-403.1pp | 31.21%-15.5pp |
| Employer contribution / active EE | $2,516 | $4,065-38.1% | $4,934-49.0% | $2,726-7.7% |
| Participant deferral / active EE | $4,373 | $7,992-45.3% | $8,070-45.8% | $4,648-5.9% |
| Admin fee / account holder | $235 | $338-30.3% | $13,006-98.2% | $430-45.3% |