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 | $67,130 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $22,500 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,583 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,569 | $44,764+68.8% | $68,791+9.9% | $64,808+16.6% |
| Participation rate | 68.0% | 64.8%+3.3pp | 69.0%-1.0pp | 71.5%-3.4pp |
| Annual return | -13.23% | -10.91%-2.3pp | -6.38%-6.8pp | 32.82%-46.0pp |
| Employer contribution / active EE | $4,233 | $1,775+138.5% | $2,655+59.4% | $2,506+68.9% |
| Participant deferral / active EE | $8,511 | $3,238+162.8% | $3,941+115.9% | $4,310+97.4% |
| Admin fee / account holder | $182 | $151+20.1% | $4,932-96.3% | $188-3.2% |