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 8-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 |
|---|---|---|
USI CONSULTING GROUP8+ years Service code 12 · EIN 06-1053228 | Recordkeeping fees; Sub-transfer agen... | $9,987 |
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 | $47,318 | $79,171-40.2% | $102,423-53.8% | $74,495-36.5% |
| Participation rate | 80.1% | 74.8%+5.3pp | 76.5%+3.6pp | 67.2%+12.9pp |
| Annual return | 11.87% | 54.93%-43.1pp | 29.32%-17.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,675 | $2,362+13.2% | $3,023-11.5% | $2,623+2.0% |
| Participant deferral / active EE | $5,079 | $4,415+15.0% | $5,053+0.5% | $4,346+16.9% |
| Admin fee / account holder | $44 | $2,001-97.8% | $9,451-99.5% | $1,942-97.8% |