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 GROUP2 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $28,714 |
FOX BYRD & COMPANY PC1 year Service code 10 · EIN 75-1568850 | Accounting | $27,500 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,652 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,517 |
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 | $73,913 | $84,784-12.8% | $98,439-24.9% | $74,419-0.7% |
| Participation rate | 81.0% | 81.5%-0.5pp | 75.2%+5.8pp | 70.7%+10.3pp |
| Annual return | 18.25% | 20.59%-2.3pp | 21.16%-2.9pp | 34.38%-16.1pp |
| Employer contribution / active EE | $4,061 | $3,364+20.7% | $3,048+33.2% | $2,637+54.0% |
| Participant deferral / active EE | $4,637 | $5,218-11.1% | $4,738-2.1% | $4,528+2.4% |
| Admin fee / account holder | $61 | $204-70.4% | $8,948-99.3% | $348-82.6% |