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 GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 | Recordkeeping | $158,764 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $71,208 |
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 | $59,241 | $53,136+11.5% | $155,509-61.9% | $199,593-70.3% |
| Participation rate | 95.2% | 64.1%+31.1pp | 78.2%+17.0pp | 72.0%+23.2pp |
| Annual return | 13.87% | 41.15%-27.3pp | 64.67%-50.8pp | 34.25%-20.4pp |
| Employer contribution / active EE | $854 | $1,851-53.9% | $4,672-81.7% | $3,034-71.9% |
| Participant deferral / active EE | $2,740 | $3,161-13.3% | $5,626-51.3% | $5,087-46.1% |
| Admin fee / account holder | $221 | $185+19.0% | $15,912-98.6% | $269-17.9% |