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 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Sub-tra... | $18,455 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,947 | $63,905-34.4% | $74,183-43.5% | $57,658-27.2% |
| Participation rate | 76.6% | 79.8%-3.2pp | 76.6%0pp | 70.2%+6.4pp |
| Annual return | 8.17% | 60.60%-52.4pp | 17.74%-9.6pp | 5.13%+3.0pp |
| Employer contribution / active EE | $1,487 | $1,840-19.2% | $2,370-37.3% | $1,974-24.7% |
| Participant deferral / active EE | $4,047 | $3,448+17.4% | $3,550+14.0% | $3,061+32.2% |
| Admin fee / account holder | $28 | $91-69.3% | $5,586-99.5% | $95-70.4% |