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 GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 13 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Contract Administrator | $5,125 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 P. O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,032 | $101,317-32.9% | $146,958-53.7% | $74,495-8.7% |
| Participation rate | 87.4% | 75.5%+11.9pp | 82.2%+5.3pp | 67.2%+20.2pp |
| Annual return | 15.03% | 8730.91%-8715.9pp | 418.34%-403.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $2,040 | $3,810-46.4% | $4,933-58.6% | $2,623-22.2% |
| Participant deferral / active EE | $6,034 | $7,303-17.4% | $8,070-25.2% | $4,346+38.8% |
| Admin fee / account holder | $129 | $1,739-92.6% | $12,998-99.0% | $1,942-93.4% |