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 12 · EIN 06-1053228 | Redemption fees; Finders' fees / plac... | $23,762 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $15,222 | $44,989-66.2% | $170,442-91.1% | $77,958-80.5% |
| Participation rate | 62.8% | 64.6%-1.8pp | 83.6%-20.8pp | 71.6%-8.8pp |
| Annual return | 25.90% | 19.61%+6.3pp | 205.93%-180.0pp | 20.87%+5.0pp |
| Employer contribution / active EE | $1,215 | $1,466-17.1% | $5,433-77.6% | $2,310-47.4% |
| Participant deferral / active EE | $2,080 | $2,208-5.8% | $4,939-57.9% | $3,537-41.2% |
| Admin fee / account holder | $18 | $69-73.6% | $13,880-99.9% | $97-81.3% |