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 GROUP1+ years Filed as: KIBBLE AND PRENTICE Service code 27 · EIN 91-1176315 | Advisory (Plan) | $27,604 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,242 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,204 | $45,283+59.4% | $155,790-53.7% | $52,331+38.0% |
| Participation rate | 38.7% | 62.2%-23.5pp | 76.1%-37.4pp | 68.1%-29.4pp |
| Annual return | -2.25% | 1.80%-4.1pp | 71.54%-73.8pp | 4.54%-6.8pp |
| Employer contribution / active EE | $1,032 | $1,329-22.4% | $3,836-73.1% | $1,882-45.2% |
| Participant deferral / active EE | $2,133 | $2,854-25.3% | $4,797-55.5% | $3,022-29.4% |
| Admin fee / account holder | $396 | $981-59.7% | $7,478-94.7% | $592-33.1% |