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 GROUP5+ years Service code 12 · EIN 06-1053228 | Distribution (12b-1) fees; Valuation ... | $44,077 |
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 | $47,647 | $73,404-35.1% | $87,100-45.3% | $67,579-29.5% |
| Participation rate | 98.1% | 80.9%+17.3pp | 76.9%+21.3pp | 71.3%+26.8pp |
| Annual return | 22.01% | 48.29%-26.3pp | 28.19%-6.2pp | 378.56%-356.5pp |
| Employer contribution / active EE | $1,382 | $2,014-31.4% | $2,521-45.2% | $2,148-35.7% |
| Participant deferral / active EE | $3,171 | $3,913-18.9% | $4,049-21.7% | $3,539-10.4% |
| Admin fee / account holder | $92 | $142-34.9% | $7,497-98.8% | $142-35.2% |