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 | $188,230 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $33,974 |
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 | $10,361 | $50,127-79.3% | $149,673-93.1% | $80,160-87.1% |
| Participation rate | 91.1% | 64.3%+26.8pp | 78.8%+12.3pp | 72.9%+18.2pp |
| Annual return | 30.07% | 29.82%+0.3pp | 134.42%-104.3pp | 40.38%-10.3pp |
| Employer contribution / active EE | $1,186 | $1,865-36.4% | $4,818-75.4% | $2,978-60.2% |
| Participant deferral / active EE | $2,013 | $3,194-37.0% | $5,680-64.6% | $5,017-59.9% |
| Admin fee / account holder | $75 | $153-50.7% | $13,210-99.4% | $145-48.1% |