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 | $126,367 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $29,346 |
MORNINGSTAR3 years 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,889 | $106,028-33.1% | $146,958-51.8% | $77,643-8.7% |
| Participation rate | 74.9% | 78.4%-3.4pp | 82.2%-7.2pp | 70.6%+4.3pp |
| Annual return | 25.13% | 56.73%-31.6pp | 418.34%-393.2pp | 31.24%-6.1pp |
| Employer contribution / active EE | $4,962 | $4,063+22.1% | $4,933+0.6% | $2,726+82.0% |
| Participant deferral / active EE | $7,420 | $7,990-7.1% | $8,070-8.0% | $4,647+59.7% |
| Admin fee / account holder | $277 | $337-17.9% | $12,998-97.9% | $430-35.6% |