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 | $230,488 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $39,011 |
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 | $57,354 | $107,459-46.6% | $135,903-57.8% | $80,160-28.5% |
| Participation rate | 98.8% | 78.0%+20.7pp | 81.9%+16.9pp | 72.9%+25.8pp |
| Annual return | 21.37% | 91.91%-70.5pp | 68.23%-46.9pp | 40.38%-19.0pp |
| Employer contribution / active EE | $4,283 | $3,877+10.5% | $4,856-11.8% | $2,978+43.8% |
| Participant deferral / active EE | $13,245 | $8,195+61.6% | $7,758+70.7% | $5,017+164.0% |
| Admin fee / account holder | $88 | $127-31.0% | $10,762-99.2% | $145-39.5% |