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 GROUP5+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $50,617 |
BAM ADVISOR SERVICES1 year Service code 27 8182 MARYLAND AVE., STE 500 · ST. LOUIS, MO 63105 | Advisory (Plan) | $27,314 |
Filed as: BUCKINGHAM STRATEGIC WEALTH Service code 27 6435 WEST QUAKER ST. · ORCHARD PARK, NY 14127 | Advisory (Plan) | $27,314 |
JEFFREY L. OFFHAUS CPA, LLC4 years Service code 10 · EIN 20-2368569 | Accounting | $7,350 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,904 | $99,957+3.9% | $149,696-30.6% | $73,488+41.4% |
| Participation rate | 96.9% | 75.7%+21.2pp | 82.5%+14.4pp | 70.7%+26.2pp |
| Annual return | 7.94% | 53.87%-45.9pp | 276.60%-268.7pp | 28.51%-20.6pp |
| Employer contribution / active EE | $1,520 | $3,191-52.4% | $4,644-67.3% | $2,270-33.0% |
| Participant deferral / active EE | $8,484 | $6,073+39.7% | $6,842+24.0% | $3,740+126.9% |
| Admin fee / account holder | $687 | $551+24.7% | $9,309-92.6% | $513+33.8% |