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 GROUP3 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $54,000 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $48,328 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,228 | $106,028+48.3% | $146,958+7.0% | $77,643+102.5% |
| Participation rate | 87.2% | 78.4%+8.9pp | 82.2%+5.1pp | 70.6%+16.7pp |
| Annual return | 18.60% | 56.73%-38.1pp | 418.34%-399.7pp | 31.24%-12.6pp |
| Employer contribution / active EE | $3,101 | $4,063-23.7% | $4,933-37.1% | $2,726+13.8% |
| Participant deferral / active EE | $11,280 | $7,990+41.2% | $8,070+39.8% | $4,647+142.7% |
| Admin fee / account holder | $219 | $337-35.2% | $12,998-98.3% | $430-49.2% |