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 GROUP3 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $31,972 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,786 |
360 PAYROLL INTEGRATION CORP2 years Service code 99 3032 E COMMERCIAL BLVD #110 · FT LAUDERDALE, FL 33308 | Other Fees | $1,980 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,502 | $92,055-6.0% | $106,213-18.6% | $77,643+11.4% |
| Participation rate | 61.8% | 81.0%-19.2pp | 75.3%-13.4pp | 70.6%-8.7pp |
| Annual return | 12.41% | 17.91%-5.5pp | 116.14%-103.7pp | 31.24%-18.8pp |
| Employer contribution / active EE | $2,650 | $3,367-21.3% | $3,171-16.4% | $2,726-2.8% |
| Participant deferral / active EE | $3,921 | $5,386-27.2% | $5,016-21.8% | $4,647-15.6% |
| Admin fee / account holder | $209 | $219-4.8% | $11,033-98.1% | $430-51.5% |