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 GROUP3 years Service code 12 · EIN 06-1053228 | Account maintenance fees; Participant... | $7,744 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,241 | $52,953-18.3% | $172,739-75.0% | $65,185-33.7% |
| Participation rate | 51.2% | 66.2%-15.0pp | 82.6%-31.4pp | 70.2%-19.0pp |
| Annual return | 5.75% | 30.12%-24.4pp | 802.84%-797.1pp | 29.38%-23.6pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,156 | $2,471-12.7% | $5,198-58.5% | $3,514-38.6% |
| Admin fee / account holder | $56 | $472-88.1% | $13,954-99.6% | $847-93.4% |