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 |
|---|---|---|
INSERO & CO. CPAS, LLP2+ years Filed as: INSERO WEALTH STRATEGIES, LLC Service code 27 23 WHISPERWOOD DR · VICTOR, NY 14564 | Advisory (Plan) | $45,433 |
USI CONSULTING GROUP2+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $39,478 |
Service code 10 · EIN 20-2368569 | Accounting | $6,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,217 | $80,753+4.3% | $136,294-38.2% | $62,292+35.2% |
| Participation rate | 95.2% | 73.5%+21.7pp | 81.9%+13.3pp | 69.5%+25.7pp |
| Annual return | 12.34% | 35.83%-23.5pp | 5155.94%-5143.6pp | 28.90%-16.6pp |
| Employer contribution / active EE | $1,167 | $2,884-59.5% | $4,695-75.2% | $2,042-42.9% |
| Participant deferral / active EE | $7,438 | $5,164+44.0% | $6,247+19.1% | $3,169+134.7% |
| Admin fee / account holder | $599 | $525+14.1% | $9,243-93.5% | $479+25.1% |