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 GROUP1+ years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $10,259 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,094 | $37,117-53.9% | $147,614-88.4% | $55,191-69.0% |
| Participation rate | 41.8% | 63.6%-21.8pp | 84.6%-42.8pp | 69.2%-27.4pp |
| Annual return | 0.00% | 3.44%-3.4pp | 61.98%-62.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,131 | $1,620-30.2% | $5,564-79.7% | $1,899-40.5% |
| Participant deferral / active EE | $1,967 | $1,985-0.9% | $4,895-59.8% | $3,046-35.4% |
| Admin fee / account holder | $22 | $86-74.4% | $11,611-99.8% | $91-75.9% |