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 Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Sub-tra... | $13,366 |
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 | $109,693 | $65,557+67.3% | $64,056+71.2% | $71,457+53.5% |
| Participation rate | 72.0% | 73.2%-1.2pp | 72.3%-0.3pp | 67.9%+4.1pp |
| Annual return | 17.07% | 18.94%-1.9pp | 33.69%-16.6pp | 28.85%-11.8pp |
| Employer contribution / active EE | $3,533 | $2,669+32.4% | $2,747+28.6% | $2,588+36.5% |
| Participant deferral / active EE | $5,870 | $3,626+61.9% | $3,880+51.3% | $4,289+36.9% |
| Admin fee / account holder | $59 | $616-90.4% | $3,068-98.1% | $1,587-96.3% |