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 26 · EIN 06-1397347 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Participants) | $17,236 |
MORAN KNOBEL3 years Service code 15 · EIN 91-0964302 10900 NE 8TH ST, SUITE 1310 · BELLEVUE, WA 98004 | Recordkeeping | $13,163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,923 | $73,102-75.5% | $123,544-85.5% | $56,287-68.2% |
| Participation rate | 46.0% | 74.3%-28.3pp | 82.3%-36.3pp | 69.9%-23.8pp |
| Annual return | -8.37% | 3.01%-11.4pp | 119.20%-127.6pp | -9.96%+1.6pp |
| Employer contribution / active EE | $1,085 | $2,977-63.6% | $4,628-76.6% | $2,111-48.6% |
| Participant deferral / active EE | $3,563 | $5,423-34.3% | $6,426-44.5% | $3,350+6.4% |
| Admin fee / account holder | $197 | $554-64.5% | $9,284-97.9% | $521-62.3% |