Filed April 10, 2026 (most recent of 4 filings on file)
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 15 · EIN 06-1053228 | Recordkeeping | $24,026 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,076 | $95,918-31.1% | $151,611-56.4% | $77,904-15.2% |
| Participation rate | 92.3% | 88.7%+3.6pp | 87.5%+4.8pp | 73.7%+18.6pp |
| Annual return | -13.47% | -5.50%-8.0pp | 3.33%-16.8pp | 12.21%-25.7pp |
| Employer contribution / active EE | $103 | $4,330-97.6% | $6,166-98.3% | $2,848-96.4% |
| Participant deferral / active EE | $5,810 | $7,508-22.6% | $8,363-30.5% | $4,806+20.9% |
| Admin fee / account holder | $20 | $93-78.6% | $11,616-99.8% | $133-84.9% |