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 | $55,415-46.7% | $155,509-81.0% | $74,495-60.4% |
| Participation rate | 97.0% | 61.9%+35.1pp | 78.2%+18.8pp | 67.2%+29.8pp |
| Annual return | 21.81% | 268.50%-246.7pp | 64.67%-42.9pp | 1364.94%-1343.1pp |
| Employer contribution / active EE | $3,277 | $2,267+44.5% | $4,672-29.9% | $2,623+24.9% |
| Participant deferral / active EE | $5,728 | $2,836+102.0% | $5,626+1.8% | $4,346+31.8% |
| Admin fee / account holder | $144 | $1,738-91.7% | $15,912-99.1% | $1,942-92.6% |