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 5-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 13-3689044 | Recordkeeping | $42,037 |
USI CONSULTING GROUP2 years Filed as: USI SECURITIES, INC. Service code 22 · EIN 06-1493970 | Insurance Broker | $11,278 |
USI CONSULTING GROUP2 years Service code 15 · EIN 06-1053228 | Recordkeeping | $4,345 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,110 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,181 | $50,820-52.4% | $155,567-84.5% | $77,671-68.9% |
| Participation rate | 78.7% | 63.1%+15.5pp | 78.2%+0.5pp | 70.6%+8.1pp |
| Annual return | 15.35% | 34.85%-19.5pp | 64.74%-49.4pp | 31.21%-15.9pp |
| Employer contribution / active EE | $2,628 | $1,993+31.9% | $4,674-43.8% | $2,726-3.6% |
| Participant deferral / active EE | $2,227 | $2,823-21.1% | $5,628-60.4% | $4,648-52.1% |
| Admin fee / account holder | $178 | $436-59.2% | $15,916-98.9% | $430-58.7% |