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 | $6,054 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP INC. Service code 13 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Contract Administrator | $4,290 |
USI CONSULTING GROUP5+ years Filed as: USI CONSULTING GROUP INC Service code 13 | Contract Administrator | $3,795 |
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 | $29,359 | $106,028-72.3% | $146,958-80.0% | $77,643-62.2% |
| Participation rate | 38.1% | 78.4%-40.3pp | 82.2%-44.0pp | 70.6%-32.5pp |
| Annual return | 20.35% | 56.73%-36.4pp | 418.34%-398.0pp | 31.24%-10.9pp |
| Employer contribution / active EE | $1,141 | $4,063-71.9% | $4,933-76.9% | $2,726-58.1% |
| Participant deferral / active EE | $2,235 | $7,990-72.0% | $8,070-72.3% | $4,647-51.9% |
| Admin fee / account holder | $163 | $337-51.8% | $12,998-98.7% | $430-62.2% |