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 | Redemption fees; Trustee (directed); ... | $1,878 |
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 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 | $68,112 | $73,638-7.5% | $95,952-29.0% | $73,488-7.3% |
| Participation rate | 54.6% | 76.2%-21.5pp | 77.1%-22.5pp | 70.7%-16.1pp |
| Annual return | 14.45% | 16.78%-2.3pp | 91.61%-77.2pp | 28.51%-14.1pp |
| Employer contribution / active EE | $1,318 | $1,863-29.2% | $2,541-48.1% | $2,270-41.9% |
| Participant deferral / active EE | $3,652 | $3,617+1.0% | $4,167-12.4% | $3,740-2.3% |
| Admin fee / account holder | $17 | $482-96.6% | $6,795-99.8% | $513-96.8% |