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 GROUP1 year Filed as: USI ADVISORS INC Service code 26 · EIN 06-1397347 | Advisory (Participants) | $16,429 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,303 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,100 | $51,576+80.5% | $129,207-27.9% | $80,856+15.1% |
| Participation rate | 98.8% | 57.0%+41.8pp | 69.6%+29.1pp | 67.6%+31.1pp |
| Annual return | 19.80% | 20.81%-1.0pp | 9417.33%-9397.5pp | 35.59%-15.8pp |
| Employer contribution / active EE | $938 | $1,584-40.8% | $4,153-77.4% | $2,755-66.0% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $4,168-100.0% | $4,296-100.0% |
| Admin fee / account holder | $211 | $4,305-95.1% | $7,715-97.3% | $6,918-96.9% |