Filed July 8, 2026
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 GROUP10+ years Service code 12 · EIN 06-1053228 | Participant loan processing; Claims p... | $3,579 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $48 |
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 | $135,337 | $96,018+40.9% | $65,493+106.6% | $85,563+58.2% |
| Participation rate | 59.0% | 74.8%-15.8pp | 73.1%-14.1pp | 66.0%-6.9pp |
| Annual return | 11.94% | 14.51%-2.6pp | 982.45%-970.5pp | 31.51%-19.6pp |
| Employer contribution / active EE | $5,406 | $3,235+67.1% | $2,574+110.0% | $2,654+103.7% |
| Participant deferral / active EE | $4,607 | $4,055+13.6% | $3,961+16.3% | $4,375+5.3% |
| Admin fee / account holder | $87 | $271-67.9% | $5,028-98.3% | $834-89.6% |