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 GROUP6 years Service code 15 · EIN 06-1053228 | Recordkeeping | $133,490 |
PROSKAUER ROSE LLP9 years Service code 29 · EIN 13-1840454 | Legal | $26,152 |
C AND S CONSULTING4 years Filed as: C&S CONSULTING Service code 20 · EIN 88-2270288 | Trustee (individual); Direct payment ... | $12,000 |
CALIBRE CPA GROUP PLLC8 years Service code 10 · EIN 47-0900880 | Accounting | $8,326 |
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 | $21,810 | $44,897-51.4% | $85,009-74.3% | $199,768-89.1% |
| Participation rate | 100.0% | 45.7%+54.3pp | 67.5%+32.5pp | 72.0%+28.0pp |
| Annual return | 10.36% | 20.96%-10.6pp | 66.47%-56.1pp | 34.26%-23.9pp |
| Employer contribution / active EE | $3,156 | $1,365+131.2% | $2,728+15.7% | $3,037+3.9% |
| Participant deferral / active EE | $620 | $2,668-76.7% | $4,522-86.3% | $5,090-87.8% |
| Admin fee / account holder | $219 | $584-62.5% | $6,153-96.4% | $269-18.6% |