Filed February 29, 2024 (most recent of 10 filings on file)
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 GROUP10+ years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $164,537 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,320 | $129,021-6.7% | $184,203-34.7% | $77,643+55.0% |
| Participation rate | 99.7% | 87.3%+12.4pp | 86.8%+12.9pp | 70.6%+29.2pp |
| Annual return | 18.48% | 33.27%-14.8pp | 28.81%-10.3pp | 31.24%-12.8pp |
| Employer contribution / active EE | $6,194 | $4,413+40.4% | $6,427-3.6% | $2,726+127.3% |
| Participant deferral / active EE | $5,920 | $7,297-18.9% | $9,131-35.2% | $4,647+27.4% |
| Admin fee / account holder | $337 | $254+32.8% | $13,901-97.6% | $430-21.7% |