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 13 · EIN 42-0127290 | Contract Administrator | $65,775 |
Service code 27 · EIN 36-4906731 | Advisory (Plan) | $31,477 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $7,203 |
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 | $32,649 | $50,815-35.7% | $155,509-79.0% | $77,643-57.9% |
| Participation rate | 29.4% | 63.1%-33.7pp | 78.2%-48.8pp | 70.6%-41.2pp |
| Annual return | 29.14% | 34.80%-5.7pp | 64.67%-35.5pp | 31.24%-2.1pp |
| Employer contribution / active EE | $707 | $1,993-64.5% | $4,672-84.9% | $2,726-74.1% |
| Participant deferral / active EE | $1,712 | $2,822-39.3% | $5,626-69.6% | $4,647-63.2% |
| Admin fee / account holder | $227 | $437-47.9% | $15,912-98.6% | $430-47.2% |