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 GROUP5 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $28,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $24,506 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,479 | $87,870-10.7% | $113,168-30.7% | $74,304+5.6% |
| Participation rate | 94.8% | 70.7%+24.0pp | 76.6%+18.2pp | 60.3%+34.4pp |
| Annual return | 17.50% | 26.44%-8.9pp | 24.27%-6.8pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,842 | $2,277-19.1% | $2,975-38.1% | $2,241-17.8% |
| Participant deferral / active EE | $6,872 | $4,241+62.0% | $5,107+34.6% | $3,767+82.4% |
| Admin fee / account holder | $292 | $3,368-91.3% | $12,068-97.6% | $2,969-90.2% |