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 | Trustee (directed); Sub-transfer agen... | $3,149 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,428 | $65,376-7.6% | $87,100-30.6% | $65,185-7.3% |
| Participation rate | 51.2% | 75.3%-24.1pp | 76.9%-25.6pp | 70.2%-19.0pp |
| Annual return | 19.95% | 31.27%-11.3pp | 28.19%-8.2pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,056 | $1,822-42.0% | $2,521-58.1% | $2,177-51.5% |
| Participant deferral / active EE | $2,842 | $3,388-16.1% | $4,049-29.8% | $3,514-19.1% |
| Admin fee / account holder | $31 | $520-94.1% | $7,497-99.6% | $847-96.4% |