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 3-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 Service code 13 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 060334456 | Contract Administrator | $17,086 |
BEASLEY & COMPANY2+ years Service code 13 2626 E 21ST ST. STE 1 · TULSA, OK 74114 | Contract Administrator | $10,218 |
AMERICAN FUNDS2+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $8,605 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $3,984 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,674,090 | $202,432+727.0% | $169,368+888.4% | $139,434+1100.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.58% | 531.74%-523.2pp | 405.60%-397.0pp | 372.94%-364.4pp |
| Employer contribution / active EE | $2,095 | $4,692-55.3% | $4,013-47.8% | $4,751-55.9% |
| Participant deferral / active EE | $8,157 | $6,938+17.6% | $6,221+31.1% | $6,710+21.6% |
| Admin fee / account holder | $201,239 | $10,708+1779.3% | $9,003+2135.2% | $11,403+1664.9% |