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 GROUP6 years Service code 12 · EIN 06-1053228 | Trustee (directed); Valuation (apprai... | $6,791 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,005 | $54,517+48.6% | $75,972+6.6% | $74,495+8.7% |
| Participation rate | 44.8% | 60.3%-15.5pp | 69.1%-24.2pp | 67.2%-22.4pp |
| Annual return | 15.12% | 31.82%-16.7pp | 359.55%-344.4pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,015 | $1,777-42.9% | $2,685-62.2% | $2,623-61.3% |
| Participant deferral / active EE | $2,463 | $3,066-19.6% | $4,255-42.1% | $4,346-43.3% |
| Admin fee / account holder | $47 | $2,229-97.9% | $6,467-99.3% | $1,942-97.6% |