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 Filed as: USI CONSULTING GROUP INC Service code 49 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,943 | $51,197-41.5% | $82,719-63.8% | $66,914-55.3% |
| Participation rate | 80.2% | 67.8%+12.4pp | 72.6%+7.6pp | 69.8%+10.4pp |
| Annual return | -12.30% | -9.64%-2.7pp | 701.18%-713.5pp | 1.58%-13.9pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,125 | $3,458-38.6% | $4,395-51.7% | $4,237-49.9% |
| Admin fee / account holder | $268 | $416-35.5% | $5,329-95.0% | $593-54.8% |