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 communication; Claims pro... | $75,063 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS Service code 16 · EIN 06-1397347 | Consulting | $32,923 |
NATIONAL FINANCIAL SERVICES7 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.
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 | $102,986 | $47,126+118.5% | $149,673-31.2% | $74,419+38.4% |
| Participation rate | 54.9% | 63.4%-8.5pp | 78.8%-23.9pp | 70.7%-15.8pp |
| Annual return | 13.07% | 22.75%-9.7pp | 134.42%-121.3pp | 34.38%-21.3pp |
| Employer contribution / active EE | $2,216 | $1,905+16.3% | $4,818-54.0% | $2,637-16.0% |
| Participant deferral / active EE | $2,902 | $2,728+6.4% | $5,680-48.9% | $4,528-35.9% |
| Admin fee / account holder | $505 | $343+47.2% | $13,210-96.2% | $348+45.1% |