Filed February 25, 2022
Total covered: 250 employees
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 | Finders' fees / placement fees; Redem... | $6,218 |
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 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 | $9,415 | $46,173-79.6% | $170,442-94.5% | $69,631-86.5% |
| Participation rate | 92.1% | 63.9%+28.2pp | 83.6%+8.5pp | 70.7%+21.4pp |
| Annual return | 17.37% | 21.62%-4.3pp | 205.93%-188.6pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $310 | $1,610-80.7% | $5,433-94.3% | $2,032-84.7% |
| Participant deferral / active EE | $961 | $2,080-53.8% | $4,939-80.6% | $3,224-70.2% |
| Admin fee / account holder | $16 | $116-86.5% | $13,880-99.9% | $110-85.8% |