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 GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $29,755 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $20,233 |
Service code 13 · EIN 41-0955056 | Contract Administrator | $8,366 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,109 | $82,978+12.2% | $129,995-28.4% | $71,457+30.3% |
| Participation rate | 93.5% | 74.1%+19.4pp | 78.5%+15.0pp | 67.9%+25.5pp |
| Annual return | 20.29% | 20.60%-0.3pp | -137.18%+157.5pp | 28.85%-8.6pp |
| Employer contribution / active EE | $2,608 | $2,622-0.5% | $4,320-39.6% | $2,588+0.8% |
| Participant deferral / active EE | $7,849 | $4,432+77.1% | $5,820+34.9% | $4,289+83.0% |
| Admin fee / account holder | $449 | $1,729-74.0% | $10,614-95.8% | $1,587-71.7% |