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 5-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 GROUP4 years Filed as: USI ADVISORS, INC Service code 15 · EIN 06-1397347 | Recordkeeping | $37,175 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 15 · EIN 13-5381590 | Recordkeeping | $24,344 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,909 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $100,538 | $88,982+13.0% | $102,438-1.9% | $77,671+29.4% |
| Participation rate | 97.5% | 80.9%+16.6pp | 76.5%+21.0pp | 70.6%+27.0pp |
| Annual return | 16.72% | 25.01%-8.3pp | 29.37%-12.7pp | 31.21%-14.5pp |
| Employer contribution / active EE | $2,513 | $2,698-6.8% | $3,024-16.9% | $2,726-7.8% |
| Participant deferral / active EE | $9,379 | $5,144+82.4% | $5,054+85.6% | $4,648+101.8% |
| Admin fee / account holder | $176 | $236-25.4% | $9,448-98.1% | $430-59.2% |