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 GROUP1 year Filed as: USI CONSULTING GROUP INC. Service code 49 · EIN 71-0294708 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Other Services | $14 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $32,976 | $57,281-42.4% | $86,612-61.9% | $75,163-56.1% |
| Participation rate | 66.0% | 63.2%+2.8pp | 71.7%-5.7pp | 67.2%-1.2pp |
| Annual return | 11.19% | 2670.75%-2659.6pp | 591.07%-579.9pp | 160.62%-149.4pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,179 | $3,318-34.3% | $4,438-50.9% | $4,125-47.2% |
| Admin fee / account holder | $270 | $4,112-93.4% | $5,614-95.2% | $5,651-95.2% |