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 GROUP1+ years Service code 12 · EIN 06-1053228 | Recordkeeping fees; Consulting (pensi... | $68,094 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,298 | $63,905+11.6% | $74,183-3.9% | $57,658+23.7% |
| Participation rate | 97.3% | 79.8%+17.5pp | 76.6%+20.6pp | 70.2%+27.0pp |
| Annual return | 7.81% | 60.60%-52.8pp | 17.74%-9.9pp | 5.13%+2.7pp |
| Employer contribution / active EE | $3,355 | $1,840+82.3% | $2,370+41.6% | $1,974+70.0% |
| Participant deferral / active EE | $2,256 | $3,448-34.6% | $3,550-36.5% | $3,061-26.3% |
| Admin fee / account holder | $134 | $91+47.5% | $5,586-97.6% | $95+42.1% |