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 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $29,291 |
Service code 10 12500 FAIR LAKES CIR STE 260 · FAIRFAX, VA 22033 | Accounting | $11,000 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,400 | $91,407-3.3% | $135,903-35.0% | $71,457+23.7% |
| Participation rate | 61.4% | 75.7%-14.3pp | 81.9%-20.5pp | 67.9%-6.5pp |
| Annual return | -6.14% | 29.90%-36.0pp | 68.23%-74.4pp | 28.85%-35.0pp |
| Employer contribution / active EE | $4,805 | $3,703+29.8% | $4,856-1.0% | $2,588+85.7% |
| Participant deferral / active EE | $7,379 | $7,092+4.1% | $7,758-4.9% | $4,289+72.1% |
| Admin fee / account holder | $290 | $1,266-77.1% | $10,762-97.3% | $1,587-81.7% |