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 GROUP2 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $32,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,956 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,486 | $65,435+55.1% | $86,677+17.1% | $66,914+51.7% |
| Participation rate | 94.7% | 75.5%+19.3pp | 76.6%+18.2pp | 69.8%+24.9pp |
| Annual return | -18.37% | -10.89%-7.5pp | 35.91%-54.3pp | 1.58%-20.0pp |
| Employer contribution / active EE | $2,593 | $2,153+20.4% | $2,836-8.6% | $2,544+1.9% |
| Participant deferral / active EE | $7,548 | $4,100+84.1% | $4,656+62.1% | $4,237+78.2% |
| Admin fee / account holder | $191 | $642-70.2% | $7,493-97.4% | $593-67.7% |