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 GROUP3 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $29,575 |
FOX BYRD & COMPANY PC2 years Service code 10 · EIN 75-1568850 | Accounting | $24,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,443 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$28,861 |
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 | $67,355 | $92,055-26.8% | $106,213-36.6% | $77,643-13.3% |
| Participation rate | 80.9% | 81.0%-0.2pp | 75.3%+5.6pp | 70.6%+10.3pp |
| Annual return | 15.34% | 17.91%-2.6pp | 116.14%-100.8pp | 31.24%-15.9pp |
| Employer contribution / active EE | $3,394 | $3,367+0.8% | $3,171+7.0% | $2,726+24.5% |
| Participant deferral / active EE | $4,647 | $5,386-13.7% | $5,016-7.4% | $4,6470% |
| Admin fee / account holder | $33 | $219-84.9% | $11,033-99.7% | $430-92.3% |