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 7-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 GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 601 UNION STREET, SUITE 1000 · SEATTLE, WA 981014064 | Advisory (Plan) | $13,620 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
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 | $33,199 | $62,267-46.7% | $110,238-69.9% | $55,725-40.4% |
| Participation rate | 41.5% | 78.1%-36.6pp | 79.8%-38.3pp | 70.9%-29.4pp |
| Annual return | -1.06% | -1.07%0pp | 314.74%-315.8pp | 244.93%-246.0pp |
| Employer contribution / active EE | $940 | $1,941-51.6% | $3,826-75.4% | $2,078-54.8% |
| Participant deferral / active EE | $1,579 | $3,516-55.1% | $4,672-66.2% | $3,356-52.9% |
| Admin fee / account holder | $42 | $121-65.6% | $8,547-99.5% | $115-63.9% |