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 GROUP2 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $31,961 |
ERIC J. FERNANDEZ & CO.3 years Filed as: ERIC COHEN & ASSOCIATES PC Service code 10 ONE RESEARCH CT · ROCKVILLE, MD 20850 | Accounting | $13,025 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,506 |
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 | $86,055 | $82,664+4.1% | $125,339-31.3% | $68,494+25.6% |
| Participation rate | 63.4% | 75.0%-11.6pp | 82.4%-18.9pp | 67.9%-4.4pp |
| Annual return | 5.23% | -5.97%+11.2pp | 572.05%-566.8pp | -7.84%+13.1pp |
| Employer contribution / active EE | $4,008 | $3,381+18.6% | $4,814-16.7% | $2,596+54.4% |
| Participant deferral / active EE | $6,826 | $6,110+11.7% | $7,446-8.3% | $4,027+69.5% |
| Admin fee / account holder | $105 | $6,275-98.3% | $10,010-99.0% | $5,403-98.1% |