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 15 · EIN 35-0145825 | Recordkeeping | $32,333 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS Service code 26 · EIN 06-1397347 | Advisory (Participants) | $11,970 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $43,841 | $85,135-48.5% | $98,907-55.7% | $73,409-40.3% |
| Participation rate | 24.7% | 81.1%-56.5pp | 76.0%-51.3pp | 72.2%-47.5pp |
| Annual return | 16.31% | 19.14%-2.8pp | 196.43%-180.1pp | 59.29%-43.0pp |
| Employer contribution / active EE | $854 | $2,721-68.6% | $2,689-68.2% | $2,234-61.8% |
| Participant deferral / active EE | $1,504 | $4,349-65.4% | $4,244-64.6% | $3,805-60.5% |
| Admin fee / account holder | $93 | $139-33.0% | $6,642-98.6% | $158-40.9% |