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 GROUP2 years Service code 12 · EIN 06-1053228 | Sub-transfer agency fees; Distributio... | $14,565 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,147 | $79,171-36.7% | $102,423-51.0% | $74,495-32.7% |
| Participation rate | 93.2% | 74.8%+18.4pp | 76.5%+16.7pp | 67.2%+26.0pp |
| Annual return | 13.94% | 54.93%-41.0pp | 29.32%-15.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,641 | $2,362+11.8% | $3,023-12.6% | $2,623+0.7% |
| Participant deferral / active EE | $2,715 | $4,415-38.5% | $5,053-46.3% | $4,346-37.5% |
| Admin fee / account holder | $90 | $2,001-95.5% | $9,451-99.0% | $1,942-95.4% |