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 GROUP8+ years Service code 12 · EIN 06-1053228 | Consulting (pension); Distribution (1... | $35,431 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,648 | $81,900+252.4% | $119,609+141.3% | $68,494+321.4% |
| Participation rate | 98.7% | 71.9%+26.8pp | 79.3%+19.4pp | 67.9%+30.8pp |
| Annual return | -11.89% | -23.82%+11.9pp | -14.97%+3.1pp | -7.84%-4.0pp |
| Employer contribution / active EE | $8,937 | $2,693+231.8% | $4,232+111.2% | $2,596+244.2% |
| Participant deferral / active EE | $12,978 | $4,148+212.9% | $5,602+131.7% | $4,027+222.2% |
| Admin fee / account holder | $275 | $6,582-95.8% | $10,323-97.3% | $5,403-94.9% |