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 GROUP2 years Filed as: USI ADVISORS INC Service code 99 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Other Fees | $31,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $10,755 |
Service code 99 3032 E COMMERCIAL BLVD #110 · FT LAUDERDALE, FL 33308 | Other Fees | $1,384 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,604 | $84,784-15.5% | $98,439-27.3% | $74,419-3.8% |
| Participation rate | 62.1% | 81.5%-19.4pp | 75.2%-13.1pp | 70.7%-8.6pp |
| Annual return | 14.49% | 20.59%-6.1pp | 21.16%-6.7pp | 34.38%-19.9pp |
| Employer contribution / active EE | $2,647 | $3,364-21.3% | $3,048-13.2% | $2,637+0.4% |
| Participant deferral / active EE | $3,788 | $5,218-27.4% | $4,738-20.1% | $4,528-16.3% |
| Admin fee / account holder | $165 | $204-19.5% | $8,948-98.2% | $348-52.7% |