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 6-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 60 · EIN 04-2647786 | Sub-TA Fees | $113,406 |
USI CONSULTING GROUP2+ years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,661 | $97,018-71.5% | $149,696-81.5% | $106,222-74.0% |
| Participation rate | 57.2% | 67.0%-9.8pp | 82.5%-25.3pp | 70.8%-13.6pp |
| Annual return | 79.04% | 24.13%+54.9pp | 276.60%-197.6pp | 21.69%+57.4pp |
| Employer contribution / active EE | $1,542 | $2,520-38.8% | $4,644-66.8% | $2,723-43.4% |
| Participant deferral / active EE | $4,947 | $5,988-17.4% | $6,842-27.7% | $4,600+7.5% |
| Admin fee / account holder | $11 | $72-85.0% | $9,309-99.9% | $78-86.2% |