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 | $19,211 |
USI CONSULTING GROUP2 years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,963 | $51,466-67.0% | $78,778-78.5% | $62,292-72.8% |
| Participation rate | 96.3% | 59.8%+36.5pp | 69.2%+27.1pp | 69.5%+26.8pp |
| Annual return | 19.28% | 19.96%-0.7pp | 35.62%-16.3pp | 28.90%-9.6pp |
| Employer contribution / active EE | $465 | $827-43.9% | $1,986-76.6% | $2,042-77.3% |
| Participant deferral / active EE | $3,499 | $2,147+63.0% | $2,958+18.3% | $3,169+10.4% |
| Admin fee / account holder | $150 | $489-69.3% | $5,134-97.1% | $479-68.7% |