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 GROUP2 years Filed as: USI ADVISORS INC Service code 16 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Consulting | $10,042 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $6,595 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $22,435 | $37,196-39.7% | $154,107-85.4% | $55,725-59.7% |
| Participation rate | 22.4% | 64.1%-41.7pp | 83.0%-60.6pp | 70.9%-48.4pp |
| Annual return | -0.22% | 1319.68%-1319.9pp | 735.12%-735.3pp | 244.93%-245.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $698 | $2,068-66.2% | $5,081-86.3% | $3,356-79.2% |
| Admin fee / account holder | $61 | $102-40.2% | $13,411-99.5% | $115-47.3% |