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 | Float revenue; Valuation (appraisals,... | $2,250 |
Employer contribution per participant 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 | $50,345 | $89,739-43.9% | $149,718-66.4% | $62,292-19.2% |
| Participation rate | 85.2% | 85.1%+0.1pp | 87.1%-1.9pp | 69.5%+15.7pp |
| Annual return | 17.41% | 21.01%-3.6pp | 1501.63%-1484.2pp | 28.90%-11.5pp |
| Employer contribution / active EE | $683 | $3,233-78.9% | $5,445-87.5% | $2,042-66.5% |
| Participant deferral / active EE | $3,704 | $4,797-22.8% | $6,569-43.6% | $3,169+16.9% |
| Admin fee / account holder | $20 | $551-96.4% | $11,283-99.8% | $479-95.8% |