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 GROUP4+ years Service code 37 · EIN 06-1053228 | Loan Processing | $23,862 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,246 |
Filed as: DIMEO SCHNEIDER&ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $5,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,603 | $73,404-7.9% | $87,100-22.4% | $67,5790% |
| Participation rate | 90.0% | 80.9%+9.2pp | 76.9%+13.2pp | 71.3%+18.7pp |
| Annual return | 36.25% | 48.29%-12.0pp | 28.19%+8.1pp | 378.56%-342.3pp |
| Employer contribution / active EE | $2,106 | $2,014+4.6% | $2,521-16.5% | $2,148-2.0% |
| Participant deferral / active EE | $3,563 | $3,913-8.9% | $4,049-12.0% | $3,539+0.7% |
| Admin fee / account holder | $91 | $142-35.7% | $7,497-98.8% | $142-36.0% |