Filed May 8, 2026
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 37 · EIN 04-2647786 | Loan Processing | $82,250 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $45,864 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,661 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,866 | $65,118-11.1% | $76,768-24.6% | $55,725+3.8% |
| Participation rate | 74.6% | 79.6%-5.0pp | 77.0%-2.3pp | 70.9%+3.8pp |
| Annual return | -3.46% | -1.27%-2.2pp | 2.43%-5.9pp | 244.93%-248.4pp |
| Employer contribution / active EE | $1,724 | $1,941-11.2% | $2,485-30.6% | $2,078-17.0% |
| Participant deferral / active EE | $6,034 | $3,688+63.6% | $3,852+56.7% | $3,356+79.8% |
| Admin fee / account holder | $184 | $116+58.8% | $6,675-97.2% | $115+59.7% |