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 GROUP3 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $37,703 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,749 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,708 | $88,083-16.3% | $164,813-55.3% | $74,495-1.1% |
| Participation rate | 83.8% | 73.0%+10.8pp | 78.6%+5.2pp | 67.2%+16.6pp |
| Annual return | 11.18% | 17.26%-6.1pp | 69.93%-58.8pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,525 | $2,593-41.2% | $4,341-64.9% | $2,623-41.9% |
| Participant deferral / active EE | $6,818 | $4,498+51.6% | $6,031+13.0% | $4,346+56.9% |
| Admin fee / account holder | $168 | $2,234-92.5% | $12,690-98.7% | $1,942-91.4% |