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 |
|---|---|---|
USI CONSULTING GROUP5+ years Service code 15 · EIN 06-1053228 | Recordkeeping | $2,834 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,541 | $60,795-3.7% | $69,455-15.7% | $65,185-10.2% |
| Participation rate | 16.6% | 74.9%-58.3pp | 74.6%-58.0pp | 70.2%-53.6pp |
| Annual return | 16.07% | 17.46%-1.4pp | 28.97%-12.9pp | 29.38%-13.3pp |
| Employer contribution / active EE | $1,568 | $2,452-36.0% | $2,779-43.6% | $2,177-27.9% |
| Participant deferral / active EE | $2,670 | $3,162-15.6% | $3,535-24.5% | $3,514-24.0% |
| Admin fee / account holder | $6 | $314-97.9% | $3,839-99.8% | $847-99.2% |