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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $76,323 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $22,500 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,343 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,540 | $49,693+96.3% | $70,515+38.3% | $74,419+31.1% |
| Participation rate | 71.0% | 64.7%+6.3pp | 68.3%+2.6pp | 70.7%+0.3pp |
| Annual return | 20.99% | 21.22%-0.2pp | 32.77%-11.8pp | 34.38%-13.4pp |
| Employer contribution / active EE | $4,868 | $1,773+174.5% | $2,973+63.7% | $2,637+84.6% |
| Participant deferral / active EE | $9,619 | $3,376+184.9% | $4,567+110.6% | $4,528+112.4% |
| Admin fee / account holder | $191 | $316-39.4% | $6,412-97.0% | $348-45.0% |