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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $151,683 |
USI CONSULTING GROUP1 year Service code 12 · EIN 06-1053228 | Consulting (pension); Redemption fees... | $1,617 |
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.
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 | $10,649 | $98,727-89.2% | $113,168-90.6% | $85,563-87.6% |
| Participation rate | 74.9% | 80.8%-5.9pp | 76.6%-1.7pp | 66.0%+8.9pp |
| Annual return | 19.24% | 17.43%+1.8pp | 24.27%-5.0pp | 31.51%-12.3pp |
| Employer contribution / active EE | $1,438 | $2,907-50.5% | $2,975-51.7% | $2,654-45.8% |
| Participant deferral / active EE | $1,854 | $5,424-65.8% | $5,107-63.7% | $4,375-57.6% |
| Admin fee / account holder | $94 | $357-73.6% | $12,068-99.2% | $834-88.7% |