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 7-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 | $126,670 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $49,267 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,278 | $104,317-66.2% | $159,436-77.9% | $86,799-59.4% |
| Participation rate | 95.9% | 77.7%+18.2pp | 82.8%+13.1pp | 72.3%+23.6pp |
| Annual return | 59.28% | 26.32%+33.0pp | 263.57%-204.3pp | 97.91%-38.6pp |
| Employer contribution / active EE | $3,707 | $3,451+7.4% | $4,829-23.2% | $2,405+54.1% |
| Participant deferral / active EE | $7,801 | $6,837+14.1% | $7,352+6.1% | $4,131+88.8% |
| Admin fee / account holder | $233 | $172+35.2% | $10,799-97.8% | $170+37.3% |