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 |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $26,500 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,568 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,198 |
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 | $62,207 | $81,908-24.1% | $90,749-31.5% | $64,808-4.0% |
| Participation rate | 80.7% | 80.5%+0.2pp | 75.7%+5.0pp | 71.5%+9.2pp |
| Annual return | 17.72% | -12.53%+30.3pp | -12.16%+29.9pp | 32.82%-15.1pp |
| Employer contribution / active EE | $3,305 | $3,065+7.8% | $2,921+13.2% | $2,506+31.9% |
| Participant deferral / active EE | $4,449 | $4,840-8.1% | $4,564-2.5% | $4,310+3.2% |
| Admin fee / account holder | $39 | $157-75.2% | $8,445-99.5% | $188-79.2% |