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 | $91,868 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $39,640 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L 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 | $36,940 | $82,202-55.1% | $125,339-70.5% | $64,808-43.0% |
| Participation rate | 97.1% | 77.9%+19.3pp | 82.4%+14.8pp | 71.5%+25.7pp |
| Annual return | -11.05% | 3.48%-14.5pp | 572.05%-583.1pp | 32.82%-43.9pp |
| Employer contribution / active EE | $4,436 | $3,615+22.7% | $4,814-7.8% | $2,506+77.0% |
| Participant deferral / active EE | $7,639 | $7,175+6.5% | $7,446+2.6% | $4,310+77.2% |
| Admin fee / account holder | $163 | $1630% | $10,010-98.4% | $188-13.1% |