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 6-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 SECURITIES INC Service code 55 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Commissions | $56,473 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,258 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS, LLC Service code 13 | Contract Administrator | $37,811 |
Service code 99 1801 CALIFORNIA ST, 23RD FLOOR · DENVER, CO 80202 | Other Fees | $2,125 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $1,425 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,359 | $55,415-47.0% | $155,509-81.1% | $74,495-60.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 9.32% | 268.50%-259.2pp | 64.67%-55.3pp | 1364.94%-1355.6pp |
| Employer contribution / active EE | $2,853 | $2,267+25.8% | $4,672-38.9% | $2,623+8.8% |
| Participant deferral / active EE | $3,327 | $2,836+17.3% | $5,626-40.9% | $4,346-23.4% |
| Admin fee / account holder | $83 | $1,738-95.2% | $15,912-99.5% | $1,942-95.7% |