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 13 · EIN 42-0127290 | Contract Administrator | $71,251 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $27,462 |
Filed as: WILSHIRE ADVISORS, LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,618 | $45,000-83.1% | $143,757-94.7% | $77,904-90.2% |
| Participation rate | 92.8% | 66.8%+26.0pp | 80.3%+12.5pp | 73.7%+19.1pp |
| Annual return | -7.79% | 29.03%-36.8pp | -0.04%-7.7pp | 12.21%-20.0pp |
| Employer contribution / active EE | $1,374 | $1,870-26.5% | $4,951-72.2% | $2,848-51.7% |
| Participant deferral / active EE | $2,321 | $3,157-26.5% | $5,637-58.8% | $4,806-51.7% |
| Admin fee / account holder | $43 | $98-56.5% | $14,673-99.7% | $133-67.7% |