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 GROUP1+ years Service code 12 · EIN 06-1053228 | Consulting (pension); Float revenue; ... | $17,329 |
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 | $40,761 | $72,770-44.0% | $67,652-39.7% | $55,191-26.1% |
| Participation rate | 74.1% | 78.8%-4.7pp | 75.7%-1.6pp | 69.2%+4.9pp |
| Annual return | 2.75% | -3.26%+6.0pp | 6625.04%-6622.3pp | 10.78%-8.0pp |
| Employer contribution / active EE | $1,246 | $1,769-29.6% | $2,266-45.0% | $1,899-34.4% |
| Participant deferral / active EE | $3,330 | $3,408-2.3% | $3,560-6.5% | $3,046+9.3% |
| Admin fee / account holder | $29 | $79-63.6% | $4,821-99.4% | $91-68.4% |