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 5-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 15 · EIN 84-0467907 | Recordkeeping | $14,328 |
USI CONSULTING GROUP2+ years Filed as: USI SECURITIES INC Service code 53 · EIN 06-1493970 | Insurance Commissions | $4,466 |
USI CONSULTING GROUP2+ years Filed as: USI CONSULTING GROUP INC Service code 13 | Contract Administrator | $1,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,908 | $104,317-85.7% | $159,436-90.6% | $86,799-82.8% |
| Participation rate | 47.5% | 77.7%-30.2pp | 82.8%-35.3pp | 72.3%-24.8pp |
| Annual return | 16.82% | 26.32%-9.5pp | 263.57%-246.8pp | 97.91%-81.1pp |
| Employer contribution / active EE | $1,076 | $3,451-68.8% | $4,829-77.7% | $2,405-55.3% |
| Participant deferral / active EE | $1,982 | $6,837-71.0% | $7,352-73.0% | $4,131-52.0% |
| Admin fee / account holder | $69 | $172-59.9% | $10,799-99.4% | $170-59.2% |