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 4-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) | $27,248 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,330 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,532 | $55,472-46.8% | $155,567-81.0% | $74,546-60.4% |
| Participation rate | 97.0% | 61.9%+35.1pp | 78.2%+18.8pp | 67.2%+29.8pp |
| Annual return | 21.81% | 268.72%-246.9pp | 64.74%-42.9pp | 1366.03%-1344.2pp |
| Employer contribution / active EE | $3,277 | $2,269+44.4% | $4,674-29.9% | $2,624+24.9% |
| Participant deferral / active EE | $5,728 | $2,838+101.8% | $5,628+1.8% | $4,347+31.8% |
| Admin fee / account holder | $144 | $1,743-91.8% | $15,916-99.1% | $1,944-92.6% |