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 26 · EIN 06-1397347 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Participants) | $20,429 |
MORAN KNOBEL4 years Service code 15 · EIN 91-0964302 10900 NE 8TH ST, SUITE 1310 · BELLEVUE, WA 98004 | Recordkeeping | $15,699 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,796 | $88,122-75.3% | $141,162-84.6% | $67,579-67.7% |
| Participation rate | 50.2% | 76.5%-26.3pp | 82.5%-32.3pp | 71.3%-21.1pp |
| Annual return | 25.33% | 75.40%-50.1pp | 71.39%-46.1pp | 378.56%-353.2pp |
| Employer contribution / active EE | $1,234 | $3,224-61.7% | $4,735-73.9% | $2,148-42.5% |
| Participant deferral / active EE | $4,172 | $5,958-30.0% | $6,709-37.8% | $3,539+17.9% |
| Admin fee / account holder | $173 | $131+32.2% | $10,261-98.3% | $142+21.6% |