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 9-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; Distribution (12b-... | $24,536 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,536 | $37,196-85.1% | $154,107-96.4% | $55,725-90.1% |
| Participation rate | 71.8% | 64.1%+7.7pp | 83.0%-11.2pp | 70.9%+1.0pp |
| Annual return | -8.29% | 1319.68%-1328.0pp | 735.12%-743.4pp | 244.93%-253.2pp |
| Employer contribution / active EE | $3,378 | $1,614+109.3% | $5,298-36.2% | $2,078+62.6% |
| Participant deferral / active EE | $1,574 | $2,068-23.9% | $5,081-69.0% | $3,356-53.1% |
| Admin fee / account holder | $14 | $102-86.7% | $13,411-99.9% | $115-88.3% |