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 37 · EIN 04-2647786 | Loan Processing | $38,550 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $37,698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,234 | $111,072-23.3% | $156,263-45.5% | $102,872-17.1% |
| Participation rate | 36.5% | 80.1%-43.7pp | 78.9%-42.5pp | 73.0%-36.6pp |
| Annual return | 12.06% | 16.98%-4.9pp | 59.47%-47.4pp | 19.06%-7.0pp |
| Employer contribution / active EE | $1,131 | $4,017-71.8% | $4,333-73.9% | $3,526-67.9% |
| Participant deferral / active EE | $2,488 | $5,455-54.4% | $6,158-59.6% | $5,535-55.1% |
| Admin fee / account holder | $135 | $120+12.1% | $14,255-99.1% | $292-53.8% |