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 13-3689044 | Recordkeeping | $24,082 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES, INC. Service code 22 · EIN 06-1493970 | Insurance Broker | $15,656 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,439 | $64,612-63.7% | $86,436-72.9% | $64,808-63.8% |
| Participation rate | 91.9% | 81.5%+10.4pp | 80.3%+11.6pp | 71.5%+20.4pp |
| Annual return | -17.32% | 0.66%-18.0pp | 4394.89%-4412.2pp | 32.82%-50.1pp |
| Employer contribution / active EE | $2,680 | $2,744-2.3% | $3,769-28.9% | $2,506+7.0% |
| Participant deferral / active EE | $5,932 | $7,497-20.9% | $6,952-14.7% | $4,310+37.6% |
| Admin fee / account holder | $70 | $169-58.8% | $6,731-99.0% | $188-62.9% |