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 GROUP4 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $28,056 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $13,666 |
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 | $72,988 | $76,050-4.0% | $96,544-24.4% | $71,457+2.1% |
| Participation rate | 97.8% | 74.4%+23.4pp | 76.0%+21.8pp | 67.9%+29.9pp |
| Annual return | 17.45% | 22.81%-5.4pp | 25.84%-8.4pp | 28.85%-11.4pp |
| Employer contribution / active EE | $2,310 | $2,244+2.9% | $2,965-22.1% | $2,588-10.7% |
| Participant deferral / active EE | $5,229 | $4,215+24.1% | $4,851+7.8% | $4,289+21.9% |
| Admin fee / account holder | $261 | $2,707-90.3% | $8,252-96.8% | $1,587-83.5% |