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 |
|---|---|---|
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
USI CONSULTING GROUP4 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 | $37,583 | $81,248-53.7% | $155,509-75.8% | $80,856-53.5% |
| Participation rate | 84.8% | 66.2%+18.6pp | 78.2%+6.6pp | 67.6%+17.2pp |
| Annual return | 8.78% | 33.31%-24.5pp | 64.67%-55.9pp | 35.59%-26.8pp |
| Employer contribution / active EE | $2,381 | $3,100-23.2% | $4,672-49.0% | $2,755-13.6% |
| Participant deferral / active EE | $2,272 | $3,452-34.2% | $5,626-59.6% | $4,296-47.1% |
| Admin fee / account holder | $50 | $7,997-99.4% | $15,912-99.7% | $6,918-99.3% |