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 | $81,905 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $28,963 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $20,954 | $89,588-76.6% | $136,007-84.6% | $77,671-73.0% |
| Participation rate | 91.3% | 74.3%+17.1pp | 76.5%+14.9pp | 70.6%+20.8pp |
| Annual return | 18.18% | 17.42%+0.8pp | 579.32%-561.1pp | 31.21%-13.0pp |
| Employer contribution / active EE | $1,651 | $3,491-52.7% | $4,215-60.8% | $2,726-39.5% |
| Participant deferral / active EE | $5,156 | $5,591-7.8% | $7,024-26.6% | $4,648+10.9% |
| Admin fee / account holder | $87 | $539-83.9% | $6,858-98.7% | $430-79.8% |