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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Distribution (12b... | $48,164 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS Service code 16 · EIN 06-1397347 | Consulting | $37,739 |
HBE LLP1 year Service code 10 · EIN 47-0461859 | Accounting | $12,724 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,418 | $50,815+137.0% | $155,509-22.6% | $77,643+55.1% |
| Participation rate | 54.0% | 63.1%-9.1pp | 78.2%-24.2pp | 70.6%-16.6pp |
| Annual return | 11.93% | 34.80%-22.9pp | 64.67%-52.7pp | 31.24%-19.3pp |
| Employer contribution / active EE | $2,466 | $1,993+23.8% | $4,672-47.2% | $2,726-9.5% |
| Participant deferral / active EE | $2,865 | $2,822+1.5% | $5,626-49.1% | $4,647-38.4% |
| Admin fee / account holder | $476 | $437+9.1% | $15,912-97.0% | $430+10.7% |