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 04-1590850 | Recordkeeping | $480 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC. Service code 13 · EIN 06-1053228 | Contract Administrator | $0 |
USI CONSULTING GROUP2 years Filed as: USI SECURITIES, INC. Service code 13 · EIN 06-1493970 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,371 | $65,322-73.4% | $70,449-75.3% | $73,488-76.4% |
| Participation rate | 94.3% | 77.0%+17.3pp | 75.1%+19.2pp | 70.7%+23.6pp |
| Annual return | 6.03% | 15.71%-9.7pp | 109.03%-103.0pp | 28.51%-22.5pp |
| Employer contribution / active EE | $905 | $2,460-63.2% | $2,737-66.9% | $2,270-60.1% |
| Participant deferral / active EE | $2,157 | $3,375-36.1% | $3,709-41.8% | $3,740-42.3% |
| Admin fee / account holder | $4 | $214-98.1% | $3,845-99.9% | $513-99.2% |