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 GROUP1+ years Service code 12 · EIN 06-1053228 | Sub-transfer agency fees; Distributio... | $17,085 |
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 | $121,390 | $66,302+83.1% | $110,238+10.1% | $56,287+115.7% |
| Participation rate | 95.3% | 74.9%+20.4pp | 79.8%+15.5pp | 69.9%+25.5pp |
| Annual return | -5.58% | -1.18%-4.4pp | 314.74%-320.3pp | -9.96%+4.4pp |
| Employer contribution / active EE | $2,253 | $2,047+10.0% | $3,826-41.1% | $2,111+6.7% |
| Participant deferral / active EE | $7,337 | $3,381+117.0% | $4,672+57.0% | $3,350+119.0% |
| Admin fee / account holder | $98 | $698-86.0% | $8,547-98.9% | $521-81.3% |