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 GROUP2 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $30,880 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $20,999 |
Filed as: OLSON, THIELEN & CO., LTD. Service code 10 · EIN 41-1360831 | Accounting | $14,900 |
Service code 13 · EIN 41-0955056 | Contract Administrator | $8,645 |
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 | $73,885 | $88,083-16.1% | $164,813-55.2% | $74,495-0.8% |
| Participation rate | 96.4% | 73.0%+23.3pp | 78.6%+17.8pp | 67.2%+29.2pp |
| Annual return | 12.93% | 17.26%-4.3pp | 69.93%-57.0pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,203 | $2,593-15.0% | $4,341-49.2% | $2,623-16.0% |
| Participant deferral / active EE | $6,542 | $4,498+45.5% | $6,031+8.5% | $4,346+50.5% |
| Admin fee / account holder | $415 | $2,234-81.4% | $12,690-96.7% | $1,942-78.6% |