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 13 · EIN 42-0127290 | Contract Administrator | $47,862 |
USI CONSULTING GROUP9 years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,452 | $59,402-26.9% | $93,654-53.6% | $74,546-41.7% |
| Participation rate | 76.1% | 59.7%+16.5pp | 68.7%+7.4pp | 67.2%+8.9pp |
| Annual return | 12.89% | 81.86%-69.0pp | 133.34%-120.5pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $770 | $1,265-39.2% | $2,421-68.2% | $2,624-70.7% |
| Participant deferral / active EE | $5,540 | $3,049+81.7% | $4,413+25.5% | $4,347+27.4% |
| Admin fee / account holder | $226 | $3,023-92.5% | $8,282-97.3% | $1,944-88.4% |