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 8-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 SECURITIES INC Service code 22 | Insurance Broker | $43,009 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $19,015 |
PAYCHEX, INC.1 year Filed as: PAYCHEX SECURITIES CORPORATION Service code 16 · EIN 16-1486352 | Consulting | $1,651 |
USI CONSULTING GROUP1 year Filed as: USI SECUTITIES INC Service code 22 · EIN 06-1493970 | Insurance Broker | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,205 | $176,811-84.6% | $146,958-81.5% | - |
| Participation rate | 81.1% | 76.9%+4.2pp | 82.2%-1.0pp | - |
| Annual return | 26.44% | 11.56%+14.9pp | 418.34%-391.9pp | - |
| Employer contribution / active EE | $288 | $3,294-91.3% | $4,933-94.2% | - |
| Participant deferral / active EE | $1,318 | $6,900-80.9% | $8,070-83.7% | - |
| Admin fee / account holder | $93 | $27,451-99.7% | $12,998-99.3% | - |