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 Service code 12 · EIN 06-1053228 | Claims processing; Recordkeeping and ... | $21,432 |
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 | $48,136 | $69,305-30.5% | $82,313-41.5% | $69,631-30.9% |
| Participation rate | 83.1% | 80.3%+2.8pp | 76.9%+6.2pp | 70.7%+12.4pp |
| Annual return | 14.69% | 21.47%-6.8pp | 25.88%-11.2pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $1,416 | $1,887-24.9% | $2,428-41.7% | $2,032-30.3% |
| Participant deferral / active EE | $4,047 | $3,568+13.4% | $3,706+9.2% | $3,224+25.5% |
| Admin fee / account holder | $33 | $97-65.8% | $5,608-99.4% | $110-69.9% |