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 Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $31,081 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $13,985 |
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 | $64,387 | $65,435-1.6% | $86,677-25.7% | $66,914-3.8% |
| Participation rate | 97.8% | 75.5%+22.3pp | 76.6%+21.2pp | 69.8%+28.0pp |
| Annual return | -17.25% | -10.89%-6.4pp | 35.91%-53.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,818 | $2,153+30.9% | $2,836-0.7% | $2,544+10.8% |
| Participant deferral / active EE | $5,144 | $4,100+25.5% | $4,656+10.5% | $4,237+21.4% |
| Admin fee / account holder | $271 | $642-57.7% | $7,493-96.4% | $593-54.2% |