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 8-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 | Redemption fees; Valuation (appraisal... | $5,672 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,699 | $35,485-47.3% | $74,550-74.9% | $55,725-66.4% |
| Participation rate | 33.8% | 62.5%-28.7pp | 69.1%-35.3pp | 70.9%-37.1pp |
| Annual return | -7.22% | 0.72%-7.9pp | 32.53%-39.8pp | 244.93%-252.2pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,482 | $2,181-32.0% | $3,108-52.3% | $3,356-55.8% |
| Admin fee / account holder | $23 | $114-80.1% | $5,060-99.5% | $115-80.2% |