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 7-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 GROUP2 years Filed as: USI SECURITIES INC Service code 27 · EIN 06-1493970 | Advisory (Plan) | $64,499 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $59,054 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $31,875 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,221 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,154 | $115,744-46.3% | $100,391-38.1% | $199,593-68.9% |
| Participation rate | 90.9% | 85.7%+5.3pp | 81.5%+9.5pp | 72.0%+19.0pp |
| Annual return | 30.50% | 17.79%+12.7pp | 49.20%-18.7pp | 34.25%-3.8pp |
| Employer contribution / active EE | $2,784 | $3,657-23.9% | $3,942-29.4% | $3,034-8.3% |
| Participant deferral / active EE | $13,728 | $9,844+39.5% | $8,082+69.9% | $5,087+169.9% |
| Admin fee / account holder | $59 | $93-37.0% | $7,899-99.3% | $269-78.2% |