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 |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP INC Service code 49 · EIN 06-1493970 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,176 | $73,867-74.0% | $143,757-86.7% | $68,494-72.0% |
| Participation rate | 92.6% | 66.7%+26.0pp | 80.3%+12.3pp | 67.9%+24.8pp |
| Annual return | -9.23% | 1.01%-10.2pp | -0.04%-9.2pp | -7.84%-1.4pp |
| Employer contribution / active EE | $2,289 | $3,184-28.1% | $4,951-53.8% | $2,596-11.8% |
| Participant deferral / active EE | $2,437 | $3,384-28.0% | $5,637-56.8% | $4,027-39.5% |
| Admin fee / account holder | $14 | $5,755-99.8% | $14,673-99.9% | $5,403-99.7% |