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 26 · EIN 06-1397347 | Advisory (Participants) | $37,617 |
ASCENSUS LLC2 years Service code 15 · EIN 41-1411118 | Recordkeeping | $30,052 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,132 | $82,202-73.1% | $125,339-82.3% | $64,808-65.9% |
| Participation rate | 74.8% | 77.9%-3.0pp | 82.4%-7.5pp | 71.5%+3.4pp |
| Annual return | -17.46% | 3.48%-20.9pp | 572.05%-589.5pp | 32.82%-50.3pp |
| Employer contribution / active EE | $2,626 | $3,615-27.4% | $4,814-45.4% | $2,506+4.8% |
| Participant deferral / active EE | $7,065 | $7,175-1.5% | $7,446-5.1% | $4,310+63.9% |
| Admin fee / account holder | $160 | $163-2.0% | $10,010-98.4% | $188-14.8% |