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 | $97,776 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $54,503 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,139 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $83,993 | $79,519+5.6% | $95,952-12.5% | $73,409+14.4% |
| Participation rate | 68.7% | 81.2%-12.5pp | 77.1%-8.4pp | 72.2%-3.5pp |
| Annual return | 15.30% | 19.20%-3.9pp | 91.61%-76.3pp | 59.29%-44.0pp |
| Employer contribution / active EE | $1,118 | $2,048-45.4% | $2,541-56.0% | $2,234-49.9% |
| Participant deferral / active EE | $5,690 | $4,138+37.5% | $4,167+36.6% | $3,805+49.5% |
| Admin fee / account holder | $218 | $184+18.2% | $6,795-96.8% | $158+38.0% |