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, STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $12,480 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $148 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant 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 | $47,739 | $86,286-44.7% | $111,297-57.1% | $85,850-44.4% |
| Participation rate | 71.9% | 73.3%-1.5pp | 77.3%-5.4pp | 69.3%+2.6pp |
| Annual return | 13.55% | 19.99%-6.4pp | 54.65%-41.1pp | 318.53%-305.0pp |
| Employer contribution / active EE | $353 | $2,043-82.7% | $2,731-87.1% | $2,565-86.3% |
| Participant deferral / active EE | $3,393 | $3,641-6.8% | $4,487-24.4% | $3,952-14.1% |
| Admin fee / account holder | $12 | $8,188-99.9% | $7,964-99.8% | $6,260-99.8% |