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 5-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 SECURITIES INC Service code 55 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Commissions | $21,472 |
THE RETIREMENT ADVANTAGE INC2+ years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 49 600 S NICOLET ROAD · APPLETON, WI 54914 | Other Services | $9,763 |
Filed as: VOYA RETIREMENT INS AND ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,362 | $64,612-40.6% | $86,436-55.6% | $64,808-40.8% |
| Participation rate | 66.8% | 81.5%-14.7pp | 80.3%-13.5pp | 71.5%-4.7pp |
| Annual return | 9.51% | 0.66%+8.9pp | 4394.89%-4385.4pp | 32.82%-23.3pp |
| Employer contribution / active EE | $1,946 | $2,744-29.1% | $3,769-48.4% | $2,506-22.3% |
| Participant deferral / active EE | $3,953 | $7,497-47.3% | $6,952-43.1% | $4,310-8.3% |
| Admin fee / account holder | $130 | $169-23.3% | $6,731-98.1% | $188-31.0% |