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 4-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 | $81,470 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $30,000 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,169 | $31,741+7.6% | $56,411-39.4% | $199,593-82.9% |
| Participation rate | 17.8% | 32.3%-14.6pp | 52.5%-34.7pp | 72.0%-54.2pp |
| Annual return | 18.07% | 14.72%+3.4pp | 1701.33%-1683.3pp | 34.25%-16.2pp |
| Employer contribution / active EE | $809 | $508+59.3% | $1,039-22.1% | $3,034-73.3% |
| Participant deferral / active EE | $1,414 | $1,184+19.4% | $1,952-27.5% | $5,087-72.2% |
| Admin fee / account holder | $146 | $426-65.8% | $2,829-94.8% | $269-45.7% |