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 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $17,464 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,576 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,783 | $80,753+9.9% | $136,294-34.9% | $62,292+42.5% |
| Participation rate | 85.2% | 73.5%+11.6pp | 81.9%+3.2pp | 69.5%+15.6pp |
| Annual return | 20.24% | 35.83%-15.6pp | 5155.94%-5135.7pp | 28.90%-8.7pp |
| Employer contribution / active EE | $2,291 | $2,884-20.6% | $4,695-51.2% | $2,042+12.2% |
| Participant deferral / active EE | $6,007 | $5,164+16.3% | $6,247-3.8% | $3,169+89.5% |
| Admin fee / account holder | $107 | $525-79.5% | $9,243-98.8% | $479-77.6% |