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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $56,209 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES, INC. Service code 22 · EIN 06-1493970 | Insurance Broker | $5,744 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,567 | $54,193-41.8% | $93,606-66.3% | $77,643-59.3% |
| Participation rate | 74.0% | 63.9%+10.0pp | 68.7%+5.2pp | 70.6%+3.4pp |
| Annual return | 12.32% | 30.54%-18.2pp | 133.20%-120.9pp | 31.24%-18.9pp |
| Employer contribution / active EE | $586 | $1,168-49.8% | $2,420-75.8% | $2,726-78.5% |
| Participant deferral / active EE | $3,262 | $3,144+3.8% | $4,411-26.1% | $4,647-29.8% |
| Admin fee / account holder | $226 | $576-60.8% | $8,285-97.3% | $430-47.6% |