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 8515 EAST ORANGE ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $4,015 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC. Service code 13 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Contract Administrator | $3,860 |
USI CONSULTING GROUP4+ years Filed as: USI CONSULTING GROUP INC Service code 13 | Contract Administrator | $2,525 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,943 | $95,274-73.8% | $135,903-81.6% | $74,419-66.5% |
| Participation rate | 36.2% | 78.2%-42.0pp | 81.9%-45.7pp | 70.7%-34.5pp |
| Annual return | 24.75% | 32.77%-8.0pp | 68.23%-43.5pp | 34.38%-9.6pp |
| Employer contribution / active EE | $1,123 | $3,874-71.0% | $4,856-76.9% | $2,637-57.4% |
| Participant deferral / active EE | $2,140 | $7,782-72.5% | $7,758-72.4% | $4,528-52.7% |
| Admin fee / account holder | $137 | $266-48.4% | $10,762-98.7% | $348-60.6% |