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+ years Filed as: USI OF SOUTHERN INSURANCE, INC. Service code 16 · EIN 84-0467907 21600 OXNARD STREET 8TH FLOOR · WOODLAND HILLS, CA 91367 | Consulting | $13,631 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,342 |
Filed as: GREAT-WEST LIFE ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,263 |
PIB INSURANCE SERVICES, INC.1+ years Filed as: PIB INSURANCE SERVICES INC DBA Service code 99 ARROYO INSURANCE SE · SHERMAN OAKS, CA 91423 | Other Fees | $1,869 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,817 | $39,245+24.4% | $64,105-23.8% | $52,331-6.7% |
| Participation rate | 57.9% | 58.2%-0.4pp | 68.2%-10.3pp | 68.1%-10.3pp |
| Annual return | -0.98% | 14.79%-15.8pp | 791.24%-792.2pp | 4.54%-5.5pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,097 | $1,992+5.3% | $2,822-25.7% | $3,022-30.6% |
| Admin fee / account holder | $81 | $592-86.4% | $4,499-98.2% | $592-86.4% |