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 Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $32,316 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,280 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,011 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,075 | $65,946-1.3% | $81,783-20.4% | $77,671-16.2% |
| Participation rate | 43.6% | 65.8%-22.2pp | 72.4%-28.8pp | 70.6%-27.0pp |
| Annual return | 16.63% | 26.65%-10.0pp | 775.05%-758.4pp | 31.21%-14.6pp |
| Employer contribution / active EE | $589 | $2,371-75.1% | $2,913-79.8% | $2,726-78.4% |
| Participant deferral / active EE | $2,065 | $3,507-41.1% | $4,320-52.2% | $4,648-55.6% |
| Admin fee / account holder | $174 | $527-67.0% | $7,380-97.6% | $430-59.6% |