Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 15 · EIN 13-3689044 | Recordkeeping | $48,488 |
USI CONSULTING GROUP6 years Filed as: USI ADVISORS INC Service code 16 · EIN 06-1397347 | Consulting | $32,924 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,908 | $57,921-24.2% | $98,716-55.5% | $103,975-57.8% |
| Participation rate | 28.5% | 68.8%-40.3pp | 69.3%-40.8pp | 72.5%-44.0pp |
| Annual return | 12.86% | 13.15%-0.3pp | 31.81%-18.9pp | 19.41%-6.5pp |
| Employer contribution / active EE | $382 | $1,595-76.0% | $2,279-83.2% | $3,722-89.7% |
| Participant deferral / active EE | $1,160 | $2,573-54.9% | $4,048-71.3% | $5,343-78.3% |
| Admin fee / account holder | $220 | $324-32.0% | $8,703-97.5% | $332-33.8% |