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 8-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 year Service code 15 · EIN 06-1053228 | Recordkeeping | $12,968 |
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 | $56,061 | $65,557-14.5% | $64,056-12.5% | $71,457-21.5% |
| Participation rate | 78.2% | 73.2%+5.0pp | 72.3%+5.9pp | 67.9%+10.3pp |
| Annual return | 29.56% | 18.94%+10.6pp | 33.69%-4.1pp | 28.85%+0.7pp |
| Employer contribution / active EE | $3,687 | $2,669+38.2% | $2,747+34.2% | $2,588+42.5% |
| Participant deferral / active EE | $7,750 | $3,626+113.8% | $3,880+99.7% | $4,289+80.7% |
| Admin fee / account holder | $69 | $616-88.7% | $3,068-97.7% | $1,587-95.6% |