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 GROUP7 years Service code 12 · EIN 06-1053228 | Sub-transfer agency fees; Recordkeepi... | $11,882 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,914 | $88,890-61.8% | $102,423-66.9% | $77,643-56.3% |
| Participation rate | 74.8% | 80.9%-6.1pp | 76.5%-1.7pp | 70.6%+4.2pp |
| Annual return | 17.00% | 24.98%-8.0pp | 29.32%-12.3pp | 31.24%-14.2pp |
| Employer contribution / active EE | $1,840 | $2,698-31.8% | $3,023-39.2% | $2,726-32.5% |
| Participant deferral / active EE | $2,940 | $5,145-42.9% | $5,053-41.8% | $4,647-36.7% |
| Admin fee / account holder | $48 | $235-79.5% | $9,451-99.5% | $430-88.8% |