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 | $68,804 |
USI CONSULTING GROUP3 years Filed as: USI SECURITIES, INC. Service code 22 · EIN 06-1493970 | Insurance Broker | $38,566 |
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 | $39,781 | $89,808-55.7% | $100,391-60.4% | $77,643-48.8% |
| Participation rate | 96.2% | 81.2%+15.0pp | 81.5%+14.7pp | 70.6%+25.6pp |
| Annual return | 18.84% | 20.62%-1.8pp | 49.20%-30.4pp | 31.24%-12.4pp |
| Employer contribution / active EE | $3,111 | $3,039+2.4% | $3,942-21.1% | $2,726+14.1% |
| Participant deferral / active EE | $6,529 | $8,284-21.2% | $8,082-19.2% | $4,647+40.5% |
| Admin fee / account holder | $161 | $174-7.9% | $7,899-98.0% | $430-62.7% |