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 |
|---|---|---|
CST GROUP1 year Filed as: CST GROUP CPA'S, P. C. Service code 10 · EIN 54-1019610 | Accounting | $14,500 |
USI CONSULTING GROUP9 years Service code 12 · EIN 06-1053228 | Claims processing; Redemption fees; A... | $7,130 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,161 | $102,317-25.6% | $146,958-48.2% | $80,856-5.8% |
| Participation rate | 68.8% | 75.8%-7.1pp | 82.2%-13.4pp | 67.6%+1.1pp |
| Annual return | 8.75% | 134.76%-126.0pp | 418.34%-409.6pp | 35.59%-26.8pp |
| Employer contribution / active EE | $3,338 | $3,713-10.1% | $4,933-32.3% | $2,755+21.2% |
| Participant deferral / active EE | $15,062 | $6,644+126.7% | $8,070+86.6% | $4,296+250.6% |
| Admin fee / account holder | $179 | $7,941-97.7% | $12,998-98.6% | $6,918-97.4% |