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 12 · EIN 13-3689044 | Claims processing; Recordkeeping and ... | $86,377 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS Service code 16 · EIN 06-1397347 | Consulting | $35,302 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $115,755 | $56,485+104.9% | $185,823-37.7% | $86,799+33.4% |
| Participation rate | 61.4% | 65.5%-4.1pp | 81.7%-20.3pp | 72.3%-10.9pp |
| Annual return | 11.91% | 118.04%-106.1pp | 122.05%-110.1pp | 97.91%-86.0pp |
| Employer contribution / active EE | $2,475 | $1,843+34.3% | $5,167-52.1% | $2,405+2.9% |
| Participant deferral / active EE | $2,889 | $2,553+13.2% | $5,568-48.1% | $4,131-30.1% |
| Admin fee / account holder | $558 | $150+273.1% | $16,237-96.6% | $170+229.2% |