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 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $40,358 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,625 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $206,024 | $98,750+108.6% | $149,696+37.6% | $79,858+158.0% |
| Participation rate | 95.6% | 75.8%+19.8pp | 82.5%+13.1pp | 69.6%+26.0pp |
| Annual return | 17.78% | 27.43%-9.6pp | 276.60%-258.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $6,986 | $3,216+117.2% | $4,644+50.4% | $2,471+182.7% |
| Participant deferral / active EE | $15,754 | $5,680+177.3% | $6,842+130.3% | $3,740+321.2% |
| Admin fee / account holder | $316 | $6,053-94.8% | $9,309-96.6% | $5,306-94.0% |