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 ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $30,000 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,169 |
AVIOR WEALTH MANAGEMENT1 year Filed as: AVIOR WEALTH MANAGEMENT LLC Service code 99 · EIN 26-4010495 | Other Fees | $10,748 |
Service code 99 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $687,737 | $101,317+578.8% | $146,958+368.0% | $74,495+823.2% |
| Participation rate | 98.2% | 75.5%+22.7pp | 82.2%+16.1pp | 67.2%+31.0pp |
| Annual return | 14.94% | 8730.91%-8716.0pp | 418.34%-403.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $11,533 | $3,810+202.7% | $4,933+133.8% | $2,623+339.7% |
| Participant deferral / active EE | $10,710 | $7,303+46.6% | $8,070+32.7% | $4,346+146.4% |
| Admin fee / account holder | $378 | $1,739-78.2% | $12,998-97.1% | $1,942-80.5% |