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 GROUP1+ years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Valua... | $4,759 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,003 | $67,606-46.7% | $82,313-56.3% | $70,131-48.7% |
| Participation rate | 76.5% | 72.8%+3.8pp | 76.9%-0.4pp | 69.5%+7.0pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,080 | $1,755+18.5% | $2,428-14.3% | $2,342-11.2% |
| Participant deferral / active EE | $3,586 | $2,987+20.1% | $3,706-3.2% | $3,332+7.6% |
| Admin fee / account holder | $46 | $4,512-99.0% | $5,608-99.2% | $4,645-99.0% |