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 Service code 26 · EIN 06-1397347 | Advisory (Participants) | $9,810 |
TRAUTMANN MAHER & ASSOCIATES8+ years Filed as: TRAUTMANN, MAHER & ASSOCIATES, INC. Service code 15 · EIN 91-1526584 | Recordkeeping | $7,761 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,314 | $99,016+186.1% | $93,789+202.1% | $66,914+323.4% |
| Participation rate | 99.3% | 82.1%+17.1pp | 81.0%+18.3pp | 69.8%+29.5pp |
| Annual return | -6.43% | -14.59%+8.2pp | -11.33%+4.9pp | 1.58%-8.0pp |
| Employer contribution / active EE | $7,793 | $4,769+63.4% | $4,323+80.3% | $2,544+206.3% |
| Participant deferral / active EE | $10,364 | $6,689+54.9% | $6,094+70.1% | $4,237+144.6% |
| Admin fee / account holder | $77 | $477-83.8% | $7,195-98.9% | $593-87.0% |