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 | $114,763 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $29,831 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,804 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,468 | $130,267-82.8% | $145,661-84.6% | $102,872-78.2% |
| Participation rate | 94.1% | 83.3%+10.8pp | 77.2%+16.9pp | 73.0%+21.1pp |
| Annual return | 42.95% | 17.79%+25.2pp | 101.46%-58.5pp | 19.06%+23.9pp |
| Employer contribution / active EE | $1,517 | $4,061-62.6% | $4,238-64.2% | $3,526-57.0% |
| Participant deferral / active EE | $4,448 | $6,550-32.1% | $7,198-38.2% | $5,535-19.6% |
| Admin fee / account holder | $82 | $396-79.3% | $12,466-99.3% | $292-72.0% |