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 Service code 12 · EIN 06-1053228 | Participant loan processing; Claims p... | $757,867 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE Service code 28 · EIN 13-5581829 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,553 | $83,458-5.9% | $123,104-36.2% | $67,505+16.4% |
| Participation rate | 80.4% | 84.5%-4.1pp | 86.8%-6.4pp | 71.2%+9.2pp |
| Annual return | 1.45% | 1.29%+0.2pp | 13.22%-11.8pp | 6.52%-5.1pp |
| Employer contribution / active EE | $1,601 | $3,087-48.1% | $5,151-68.9% | $2,173-26.3% |
| Participant deferral / active EE | $5,874 | $5,379+9.2% | $6,230-5.7% | $3,597+63.3% |
| Admin fee / account holder | $141 | $60+135.2% | $9,015-98.4% | $56+150.3% |