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 10-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 GROUP1 year Filed as: USI CONSULTING GROUP INC Service code 49 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Services | $10,993 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 95-2834236 75 STATE STREET, 22ND FLOOR · BOSTON, MA 02109 | Advisory (Participants) | $4,783 |
Filed as: JOHN HANCOCK LIFE INS CO (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $676 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,780 | $65,409-63.6% | $98,442-75.8% | $85,850-72.3% |
| Participation rate | 95.8% | 65.0%+30.8pp | 73.3%+22.5pp | 69.3%+26.5pp |
| Annual return | 11.44% | 21.76%-10.3pp | 1492.73%-1481.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $1,820 | $2,168-16.0% | $2,960-38.5% | $2,565-29.0% |
| Participant deferral / active EE | $1,884 | $3,166-40.5% | $4,276-55.9% | $3,952-52.3% |
| Admin fee / account holder | $45 | $4,593-99.0% | $5,949-99.2% | $6,260-99.3% |