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 GROUP1 year Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $4,411 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $3,587 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $58 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $41,402 | $78,422-47.2% | $95,952-56.9% | $79,858-48.2% |
| Participation rate | 70.3% | 73.5%-3.2pp | 77.1%-6.8pp | 69.6%+0.6pp |
| Annual return | 14.98% | 19.37%-4.4pp | 91.61%-76.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $554 | $1,945-71.5% | $2,541-78.2% | $2,471-77.6% |
| Participant deferral / active EE | $3,041 | $3,440-11.6% | $4,167-27.0% | $3,740-18.7% |
| Admin fee / account holder | $14 | $5,622-99.7% | $6,795-99.8% | $5,306-99.7% |