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 13 · EIN 42-0127290 | Contract Administrator | $123,979 |
USI CONSULTING GROUP6 years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $49,639 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,228 | $106,028-40.4% | $146,958-57.0% | $77,643-18.6% |
| Participation rate | 55.7% | 78.4%-22.6pp | 82.2%-26.4pp | 70.6%-14.8pp |
| Annual return | 14.46% | 56.73%-42.3pp | 418.34%-403.9pp | 31.24%-16.8pp |
| Employer contribution / active EE | $2,849 | $4,063-29.9% | $4,933-42.2% | $2,726+4.5% |
| Participant deferral / active EE | $7,904 | $7,990-1.1% | $8,070-2.1% | $4,647+70.1% |
| Admin fee / account holder | $288 | $337-14.8% | $12,998-97.8% | $430-33.2% |