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 64 · EIN 71-0294708 | Recordkeeping Fees | $67,990 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS,INC. Service code 99 · EIN 06-1397347 | Other Fees | $42,366 |
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 | $36,269 | $82,917-56.3% | $103,333-64.9% | $77,643-53.3% |
| Participation rate | 99.6% | 71.6%+28.1pp | 74.5%+25.1pp | 70.6%+29.0pp |
| Annual return | 11.61% | 19.13%-7.5pp | 24.88%-13.3pp | 31.24%-19.6pp |
| Employer contribution / active EE | $2,026 | $3,552-42.9% | $3,868-47.6% | $2,726-25.7% |
| Participant deferral / active EE | $3,541 | $4,108-13.8% | $5,057-30.0% | $4,647-23.8% |
| Admin fee / account holder | $217 | $638-66.1% | $8,355-97.4% | $430-49.7% |