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 |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
USI CONSULTING GROUP3 years Filed as: USI CONSULTING GROUP INC Service code 49 · EIN 06-1493970 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,707 | $77,899-41.3% | $149,673-69.5% | $75,163-39.2% |
| Participation rate | 83.3% | 65.6%+17.8pp | 78.8%+4.6pp | 67.2%+16.1pp |
| Annual return | 12.49% | 31.72%-19.2pp | 134.42%-121.9pp | 160.62%-148.1pp |
| Employer contribution / active EE | $2,445 | $3,137-22.1% | $4,818-49.3% | $2,670-8.4% |
| Participant deferral / active EE | $2,322 | $3,411-31.9% | $5,680-59.1% | $4,125-43.7% |
| Admin fee / account holder | $123 | $5,956-97.9% | $13,210-99.1% | $5,651-97.8% |