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: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $20,600 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,625 |
Filed as: FIDUCIARY OUTSOURCING LLC Service code 13 2225 WEST WHISPERING WIND DRIVE, ST · PHOENIX, AZ 85085 | Contract Administrator | $910 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,846 | $122,239-18.3% | $184,203-45.8% | $74,495+34.0% |
| Participation rate | 99.1% | 85.5%+13.6pp | 86.8%+12.2pp | 67.2%+31.9pp |
| Annual return | 14.50% | 19.95%-5.4pp | 28.81%-14.3pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,485 | $4,537-45.2% | $6,427-61.3% | $2,623-5.3% |
| Participant deferral / active EE | $5,678 | $7,139-20.5% | $9,131-37.8% | $4,346+30.7% |
| Admin fee / account holder | $262 | $1,260-79.2% | $13,901-98.1% | $1,942-86.5% |