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 | $119,130 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $67,130 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,022 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $101,324 | $185,342-45.3% | $111,297-9.0% | $86,799+16.7% |
| Participation rate | 63.3% | 81.0%-17.7pp | 77.3%-14.0pp | 72.3%-9.0pp |
| Annual return | 15.09% | 500.80%-485.7pp | 54.65%-39.6pp | 97.91%-82.8pp |
| Employer contribution / active EE | $1,341 | $2,246-40.3% | $2,731-50.9% | $2,405-44.2% |
| Participant deferral / active EE | $6,584 | $4,458+47.7% | $4,487+46.7% | $4,131+59.4% |
| Admin fee / account holder | $276 | $255+7.9% | $7,964-96.5% | $170+62.6% |