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 · EIN 06-1397347 | Advisory (Plan) | $24,209 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,653 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,544 | $34,934+30.4% | $56,411-19.3% | $74,495-38.9% |
| Participation rate | 57.9% | 32.8%+25.1pp | 52.5%+5.5pp | 67.2%-9.3pp |
| Annual return | 13.33% | 25.94%-12.6pp | 1701.33%-1688.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,084 | $609+78.0% | $1,039+4.3% | $2,623-58.7% |
| Participant deferral / active EE | $3,031 | $1,170+159.0% | $1,952+55.3% | $4,346-30.2% |
| Admin fee / account holder | $185 | $2,364-92.2% | $2,829-93.5% | $1,942-90.5% |