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 | $93,726 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $68,583 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,434 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,867 | $72,254+6.4% | $86,677-11.3% | $64,808+18.6% |
| Participation rate | 64.6% | 80.4%-15.8pp | 76.6%-12.0pp | 71.5%-6.9pp |
| Annual return | -15.96% | 392.42%-408.4pp | 35.91%-51.9pp | 32.82%-48.8pp |
| Employer contribution / active EE | $1,720 | $2,393-28.1% | $2,836-39.4% | $2,506-31.4% |
| Participant deferral / active EE | $6,260 | $4,658+34.4% | $4,656+34.5% | $4,310+45.2% |
| Admin fee / account holder | $210 | $174+20.8% | $7,493-97.2% | $188+11.9% |