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 GROUP5 years Filed as: USI ADVISORS, INC. Service code 16 · EIN 06-1397347 | Consulting | $40,053 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,498 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC Service code 16 · EIN 06-1053228 | Consulting | $7,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $202,742 | $56,152+261.1% | $185,823+9.1% | $73,409+176.2% |
| Participation rate | 99.7% | 67.6%+32.1pp | 78.0%+21.6pp | 72.2%+27.5pp |
| Annual return | 12.36% | 17.59%-5.2pp | 35.95%-23.6pp | 59.29%-46.9pp |
| Employer contribution / active EE | $10,935 | $1,532+613.9% | $4,087+167.5% | $2,234+389.5% |
| Participant deferral / active EE | $9,720 | $3,659+165.6% | $5,632+72.6% | $3,805+155.4% |
| Admin fee / account holder | $130 | $132-1.7% | $9,500-98.6% | $158-17.8% |