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 | $331,691 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $34,909 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $16,737 | $53,136-68.5% | $155,509-89.2% | $199,593-91.6% |
| Participation rate | 94.8% | 64.1%+30.7pp | 78.2%+16.6pp | 72.0%+22.8pp |
| Annual return | 18.19% | 41.15%-23.0pp | 64.67%-46.5pp | 34.25%-16.1pp |
| Employer contribution / active EE | $1,715 | $1,851-7.4% | $4,672-63.3% | $3,034-43.5% |
| Participant deferral / active EE | $3,265 | $3,161+3.3% | $5,626-42.0% | $5,087-35.8% |
| Admin fee / account holder | $144 | $185-22.3% | $15,912-99.1% | $269-46.4% |