Filed February 9, 2026
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 Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Redem... | $10,068 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,034 | $91,372-29.9% | $129,995-50.7% | $74,419-14.0% |
| Participation rate | 92.2% | 77.8%+14.4pp | 78.5%+13.7pp | 70.7%+21.5pp |
| Annual return | 14.20% | 23.21%-9.0pp | -137.18%+151.4pp | 34.38%-20.2pp |
| Employer contribution / active EE | $2,793 | $2,563+9.0% | $4,320-35.3% | $2,637+5.9% |
| Participant deferral / active EE | $5,845 | $4,721+23.8% | $5,820+0.4% | $4,528+29.1% |
| Admin fee / account holder | $27 | $283-90.5% | $10,614-99.7% | $348-92.3% |