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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,976 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $14,200 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $13,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,341 | $54,701+85.3% | $86,188+17.6% | $71,457+41.8% |
| Participation rate | 72.8% | 60.1%+12.7pp | 69.0%+3.8pp | 67.9%+4.9pp |
| Annual return | 17.57% | 20.06%-2.5pp | 1168.45%-1150.9pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,828 | $1,265+44.5% | $2,380-23.2% | $2,588-29.4% |
| Participant deferral / active EE | $6,114 | $3,108+96.7% | $3,985+53.4% | $4,289+42.6% |
| Admin fee / account holder | $326 | $1,922-83.0% | $6,852-95.2% | $1,587-79.4% |