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 GROUP3+ years Service code 15 · EIN 06-1053228 | Recordkeeping | $5,770 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $901 | $46,297-98.1% | $71,671-98.7% | $62,292-98.6% |
| Participation rate | 66.7% | 60.6%+6.0pp | 68.7%-2.1pp | 69.5%-2.8pp |
| Annual return | 16.28% | 22.32%-6.0pp | 20.65%-4.4pp | 28.90%-12.6pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $622 | $2,235-72.2% | $3,438-81.9% | $3,169-80.4% |
| Admin fee / account holder | $5 | $461-98.9% | $5,558-99.9% | $479-99.0% |