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 SECURITIES, INC. Service code 15 · EIN 06-1493970 | Recordkeeping | $20,683 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 | Recordkeeping | $9,005 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,327 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,417 | $95,803-23.4% | $113,168-35.1% | $84,808-13.4% |
| Participation rate | 95.9% | 72.9%+23.1pp | 76.6%+19.4pp | 68.3%+27.6pp |
| Annual return | 13.92% | 25.00%-11.1pp | 24.27%-10.3pp | 40.90%-27.0pp |
| Employer contribution / active EE | $4,813 | $2,360+104.0% | $2,975+61.8% | $2,631+82.9% |
| Participant deferral / active EE | $9,522 | $4,242+124.5% | $5,107+86.5% | $4,212+126.1% |
| Admin fee / account holder | $550 | $8,989-93.9% | $12,068-95.4% | $7,344-92.5% |