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 | $199,607 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $38,625 |
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).
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 | $40,619 | $95,388-57.4% | $125,339-67.6% | $77,904-47.9% |
| Participation rate | 98.8% | 78.6%+20.2pp | 82.4%+16.4pp | 73.7%+25.1pp |
| Annual return | -18.71% | 116.19%-134.9pp | 572.05%-590.8pp | 12.21%-30.9pp |
| Employer contribution / active EE | $3,791 | $3,666+3.4% | $4,814-21.2% | $2,848+33.1% |
| Participant deferral / active EE | $11,452 | $7,711+48.5% | $7,446+53.8% | $4,806+138.3% |
| Admin fee / account holder | $81 | $119-32.1% | $10,010-99.2% | $133-39.1% |