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 | $43,754 |
USI CONSULTING GROUP2 years Filed as: USI SECURITIES, INC. Service code 22 · EIN 06-1493970 | Insurance Broker | $27,222 |
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 | $29,054 | $89,282-67.5% | $94,646-69.3% | $74,419-61.0% |
| Participation rate | 94.2% | 82.4%+11.7pp | 80.8%+13.3pp | 70.7%+23.4pp |
| Annual return | 20.89% | 25.96%-5.1pp | 156.71%-135.8pp | 34.38%-13.5pp |
| Employer contribution / active EE | $2,598 | $3,022-14.1% | $3,672-29.3% | $2,637-1.5% |
| Participant deferral / active EE | $5,733 | $8,425-32.0% | $7,418-22.7% | $4,528+26.6% |
| Admin fee / account holder | $103 | $219-52.8% | $7,231-98.6% | $348-70.3% |