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 GROUP9+ years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $47,633 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,398 | $99,078-53.2% | $96,544-51.9% | $74,419-37.7% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.0%+7.3pp | 70.7%+12.6pp |
| Annual return | 16.58% | 22.48%-5.9pp | 25.84%-9.3pp | 34.38%-17.8pp |
| Employer contribution / active EE | $1,414 | $2,570-45.0% | $2,965-52.3% | $2,637-46.4% |
| Participant deferral / active EE | $3,523 | $4,933-28.6% | $4,851-27.4% | $4,528-22.2% |
| Admin fee / account holder | $90 | $225-60.0% | $8,252-98.9% | $348-74.2% |