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 GROUP5 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $37,602 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,687 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,688 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,222 | $108,719-52.9% | $101,326-49.4% | $85,563-40.1% |
| Participation rate | 91.5% | 80.9%+10.6pp | 81.5%+10.0pp | 66.0%+25.6pp |
| Annual return | 23.65% | 20.95%+2.7pp | 36.82%-13.2pp | 31.51%-7.9pp |
| Employer contribution / active EE | $307 | $3,114-90.1% | $3,665-91.6% | $2,654-88.4% |
| Participant deferral / active EE | $12,436 | $8,545+45.5% | $7,994+55.6% | $4,375+184.2% |
| Admin fee / account holder | $29 | $685-95.7% | $11,185-99.7% | $834-96.5% |