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 · GLASTONBURY, CT 06033 | Advisory (Plan) | $20,300 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,165 |
Filed as: FIDUCIARY OUTSOURCING LLC Service code 13 2225 WEST WHISPERING WIND DRIVE, ST · PHOENIX, AZ 85085 | Contract Administrator | $910 |
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 | $70,933 | $130,194-45.5% | $169,993-58.3% | $71,457-0.7% |
| Participation rate | 99.1% | 86.1%+12.9pp | 87.0%+12.1pp | 67.9%+31.2pp |
| Annual return | 16.83% | 20.37%-3.5pp | 53.37%-36.5pp | 28.85%-12.0pp |
| Employer contribution / active EE | $2,941 | $4,381-32.9% | $6,785-56.7% | $2,588+13.7% |
| Participant deferral / active EE | $5,266 | $6,923-23.9% | $10,408-49.4% | $4,289+22.8% |
| Admin fee / account holder | $149 | $966-84.5% | $12,815-98.8% | $1,587-90.6% |