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 9-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 GROUP1 year Filed as: USI ADVISORS, INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $22,063 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,113 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,561 | $80,724-65.9% | $103,333-73.3% | $74,495-63.0% |
| Participation rate | 91.6% | 65.7%+25.9pp | 74.5%+17.1pp | 67.2%+24.4pp |
| Annual return | 35.53% | 27.56%+8.0pp | 24.88%+10.6pp | 1364.94%-1329.4pp |
| Employer contribution / active EE | $5,445 | $3,157+72.5% | $3,868+40.8% | $2,623+107.6% |
| Participant deferral / active EE | $5,486 | $3,860+42.1% | $5,057+8.5% | $4,346+26.2% |
| Admin fee / account holder | $159 | $2,368-93.3% | $8,355-98.1% | $1,942-91.8% |