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 GROUP2+ years Filed as: KIBBLE AND PRENTICE Service code 27 · EIN 91-1176315 | Advisory (Plan) | $37,989 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $25,461 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,229 | $63,905+2.1% | $74,183-12.1% | $57,658+13.1% |
| Participation rate | 63.9% | 79.8%-15.9pp | 76.6%-12.7pp | 70.2%-6.3pp |
| Annual return | 12.88% | 60.60%-47.7pp | 17.74%-4.9pp | 5.13%+7.7pp |
| Employer contribution / active EE | $681 | $1,840-63.0% | $2,370-71.3% | $1,974-65.5% |
| Participant deferral / active EE | $6,179 | $3,448+79.2% | $3,550+74.1% | $3,061+101.9% |
| Admin fee / account holder | $190 | $91+108.8% | $5,586-96.6% | $95+101.1% |