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 GROUP11+ years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $34,868 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,848 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $14,277 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $68,470 | $61,058+12.1% | $71,209-3.8% | $85,563-20.0% |
| Participation rate | 43.6% | 58.6%-15.0pp | 73.8%-30.2pp | 66.0%-22.4pp |
| Annual return | 13.22% | 100.41%-87.2pp | 282.51%-269.3pp | 31.51%-18.3pp |
| Employer contribution / active EE | $612 | $2,199-72.1% | $2,721-77.5% | $2,654-76.9% |
| Participant deferral / active EE | $2,085 | $3,173-34.3% | $4,175-50.1% | $4,375-52.3% |
| Admin fee / account holder | $247 | $855-71.1% | $5,349-95.4% | $834-70.4% |