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 GROUP11+ years Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Sub-tra... | $8,734 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,521 | $67,984+17.0% | $65,493+21.4% | $74,304+7.0% |
| Participation rate | 69.1% | 66.3%+2.8pp | 73.1%-4.0pp | 60.3%+8.8pp |
| Annual return | 13.92% | 19.87%-5.9pp | 982.45%-968.5pp | 29.43%-15.5pp |
| Employer contribution / active EE | $1,676 | $2,491-32.7% | $2,574-34.9% | $2,241-25.2% |
| Participant deferral / active EE | $3,434 | $3,346+2.6% | $3,961-13.3% | $3,767-8.8% |
| Admin fee / account holder | $23 | $1,373-98.3% | $5,028-99.5% | $2,969-99.2% |