Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 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 · EIN 06-1493970 | Insurance Broker | $47,295 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $32,664 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 15 · EIN 35-0145825 | Recordkeeping | $4,992 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,433 | $50,820-79.5% | $155,567-93.3% | $77,671-86.6% |
| Participation rate | 89.7% | 63.1%+26.6pp | 78.2%+11.5pp | 70.6%+19.1pp |
| Annual return | 21.48% | 34.85%-13.4pp | 64.74%-43.3pp | 31.21%-9.7pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,631 | $2,823+28.6% | $5,628-35.5% | $4,648-21.9% |
| Admin fee / account holder | $86 | $436-80.3% | $15,916-99.5% | $430-80.1% |