Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 SECURITIES, INC. Service code 15 · EIN 06-1493970 | Recordkeeping | $26,961 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,330 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,424 | $79,184-21.2% | $102,438-39.1% | $74,546-16.3% |
| Participation rate | 92.2% | 74.8%+17.4pp | 76.5%+15.7pp | 67.2%+24.9pp |
| Annual return | 13.21% | 54.95%-41.7pp | 29.37%-16.2pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $4,693 | $2,362+98.7% | $3,024+55.2% | $2,624+78.8% |
| Participant deferral / active EE | $8,767 | $4,414+98.6% | $5,054+73.5% | $4,347+101.7% |
| Admin fee / account holder | $485 | $2,001-75.8% | $9,448-94.9% | $1,944-75.0% |