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 | Recordkeeping fees; Sub-transfer agen... | $17,412 |
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 | $52,598 | $88,890-40.8% | $102,423-48.6% | $77,643-32.3% |
| Participation rate | 93.6% | 80.9%+12.7pp | 76.5%+17.1pp | 70.6%+23.1pp |
| Annual return | 14.99% | 24.98%-10.0pp | 29.32%-14.3pp | 31.24%-16.2pp |
| Employer contribution / active EE | $2,009 | $2,698-25.5% | $3,023-33.5% | $2,726-26.3% |
| Participant deferral / active EE | $3,568 | $5,145-30.6% | $5,053-29.4% | $4,647-23.2% |
| Admin fee / account holder | $40 | $235-83.1% | $9,451-99.6% | $430-90.7% |