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 GROUP3 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $33,389 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,367 |
ASCENSUS LLC3 years Filed as: ASCENSUS INC Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $5,565 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,164 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,169 | $87,870-12.2% | $113,168-31.8% | $74,304+3.9% |
| Participation rate | 62.9% | 70.7%-7.9pp | 76.6%-13.7pp | 60.3%+2.5pp |
| Annual return | 17.85% | 26.44%-8.6pp | 24.27%-6.4pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,939 | $2,277-14.9% | $2,975-34.8% | $2,241-13.5% |
| Participant deferral / active EE | $3,670 | $4,241-13.5% | $5,107-28.1% | $3,767-2.6% |
| Admin fee / account holder | $456 | $3,368-86.5% | $12,068-96.2% | $2,969-84.7% |