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 | Participant loan processing; Float re... | $80,875 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS Service code 16 · EIN 06-1397347 | Consulting | $36,222 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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.)
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 | $95,854 | $46,292+107.1% | $143,757-33.3% | $64,808+47.9% |
| Participation rate | 59.2% | 64.2%-5.0pp | 80.3%-21.1pp | 71.5%-12.3pp |
| Annual return | -14.48% | -10.05%-4.4pp | -0.04%-14.4pp | 32.82%-47.3pp |
| Employer contribution / active EE | $2,463 | $1,910+29.0% | $4,951-50.3% | $2,506-1.7% |
| Participant deferral / active EE | $3,165 | $2,646+19.6% | $5,637-43.9% | $4,310-26.6% |
| Admin fee / account holder | $550 | $154+257.5% | $14,673-96.3% | $188+192.7% |