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 GROUP6 years Service code 65 · EIN 06-1053228 | Account Maintenance | $28,564 |
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 | $79,037 | $101,317-22.0% | $146,958-46.2% | $74,495+6.1% |
| Participation rate | 73.7% | 75.5%-1.8pp | 82.2%-8.5pp | 67.2%+6.5pp |
| Annual return | 16.45% | 8730.91%-8714.5pp | 418.34%-401.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $2,188 | $3,810-42.6% | $4,933-55.6% | $2,623-16.6% |
| Participant deferral / active EE | $9,095 | $7,303+24.5% | $8,070+12.7% | $4,346+109.3% |
| Admin fee / account holder | $151 | $1,739-91.3% | $12,998-98.8% | $1,942-92.2% |