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 GROUP3 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $30,710 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC Service code 16 · EIN 06-1053228 | Consulting | $18,500 |
FRIEDMAN & ANSPACH2 years Filed as: FRIEDMAN, LLP Service code 10 · EIN 13-1610809 | Accounting | $18,200 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,269 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,722 | $42,810+238.1% | $169,463-14.6% | $55,725+159.7% |
| Participation rate | 99.7% | 64.7%+35.0pp | 77.8%+21.9pp | 70.9%+28.8pp |
| Annual return | -5.51% | -3.61%-1.9pp | 1.83%-7.3pp | 244.93%-250.4pp |
| Employer contribution / active EE | $9,480 | $1,402+576.3% | $4,159+127.9% | $2,078+356.2% |
| Participant deferral / active EE | $9,327 | $3,141+196.9% | $5,277+76.8% | $3,356+178.0% |
| Admin fee / account holder | $144 | $106+35.1% | $9,109-98.4% | $115+24.9% |