See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP9+ years Filed as: BURKE GROUP, LLC Service code 15 · EIN 80-0688755 | Recordkeeping | $136,797 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $12,974 |
DA DAVIDSON & CO7 years Filed as: D.A. DAVISON & CO. Service code 26 · EIN 81-0139474 | Advisory (Participants) | $0 |
LINDBERG & RIPPLE2 years Service code 26 · EIN 91-1802259 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,521 | $135,240-93.7% | $169,993-95.0% | $96,393-91.2% |
| Participation rate | 0.7% | 86.5%-85.8pp | 87.0%-86.3pp | 71.3%-70.6pp |
| Annual return | 18.82% | 22.04%-3.2pp | 53.37%-34.5pp | 22.88%-4.1pp |
| Employer contribution / active EE | $0 | $5,029-100.0% | $6,785-100.0% | $3,238-100.0% |
| Participant deferral / active EE | $2 | $8,138-100.0% | $10,408-100.0% | $5,455-100.0% |
| Admin fee / account holder | $184 | $85+116.2% | $12,815-98.6% | $74+148.4% |