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 GROUP10+ years Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Sub-tra... | $18,324 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,218 | $56,767-87.3% | $101,794-92.9% | $85,563-91.6% |
| Participation rate | 80.6% | 57.6%+23.0pp | 69.2%+11.4pp | 66.0%+14.6pp |
| Annual return | 13.57% | 17.76%-4.2pp | 30.53%-17.0pp | 31.51%-17.9pp |
| Employer contribution / active EE | $430 | $1,112-61.3% | $2,289-81.2% | $2,654-83.8% |
| Participant deferral / active EE | $750 | $2,720-72.4% | $4,084-81.6% | $4,375-82.9% |
| Admin fee / account holder | $24 | $1,098-97.8% | $8,777-99.7% | $834-97.1% |