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 9-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 27 · EIN 06-1397347 | Advisory (Plan) | $36,411 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,484 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,695 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,495 | $89,808-48.2% | $100,383-53.7% | $77,671-40.1% |
| Participation rate | 94.1% | 81.2%+12.9pp | 81.5%+12.6pp | 70.6%+23.5pp |
| Annual return | 18.57% | 20.62%-2.1pp | 49.26%-30.7pp | 31.21%-12.6pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,944-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $14,481 | $8,284+74.8% | $8,086+79.1% | $4,648+211.6% |
| Admin fee / account holder | $19 | $174-89.0% | $7,900-99.8% | $430-95.6% |