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 GROUP5 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $32,321 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,742 |
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 | $75,863 | $79,171-4.2% | $102,423-25.9% | $74,495+1.8% |
| Participation rate | 99.2% | 74.8%+24.4pp | 76.5%+22.7pp | 67.2%+32.0pp |
| Annual return | 15.46% | 54.93%-39.5pp | 29.32%-13.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $2,806 | $2,362+18.8% | $3,023-7.2% | $2,623+7.0% |
| Participant deferral / active EE | $6,129 | $4,415+38.8% | $5,053+21.3% | $4,346+41.0% |
| Admin fee / account holder | $262 | $2,001-86.9% | $9,451-97.2% | $1,942-86.5% |