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 9-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 Service code 17 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Pension Consulting | $23,879 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $11,647 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,180 | $91,762-72.6% | $67,502-62.7% | $77,643-67.6% |
| Participation rate | 73.3% | 75.9%-2.6pp | 72.9%+0.4pp | 70.6%+2.7pp |
| Annual return | 17.95% | 14.87%+3.1pp | 3512.12%-3494.2pp | 31.24%-13.3pp |
| Employer contribution / active EE | $1,914 | $3,181-39.8% | $2,731-29.9% | $2,726-29.8% |
| Participant deferral / active EE | $3,152 | $3,903-19.2% | $4,000-21.2% | $4,647-32.2% |
| Admin fee / account holder | $118 | $176-32.7% | $3,998-97.0% | $430-72.5% |