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 GROUP4 years Service code 12 · EIN 06-1053228 | Redemption fees; Trustee (directed); ... | $9,721 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,801 | $58,879-32.4% | $178,490-77.7% | $73,488-45.8% |
| Participation rate | 62.2% | 66.2%-4.0pp | 81.9%-19.7pp | 70.7%-8.5pp |
| Annual return | 3.68% | 24.86%-21.2pp | 151.07%-147.4pp | 28.51%-24.8pp |
| Employer contribution / active EE | $672 | $2,236-70.0% | $5,011-86.6% | $2,270-70.4% |
| Participant deferral / active EE | $3,190 | $2,567+24.2% | $5,202-38.7% | $3,740-14.7% |
| Admin fee / account holder | $60 | $400-84.9% | $13,984-99.6% | $513-88.2% |