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 5-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 Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,826 |
Employer contribution per participant 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 | $43,177 | $99,957-56.8% | $149,696-71.2% | $73,488-41.2% |
| Participation rate | 89.4% | 75.7%+13.7pp | 82.5%+6.9pp | 70.7%+18.7pp |
| Annual return | 22.15% | 53.87%-31.7pp | 276.60%-254.5pp | 28.51%-6.4pp |
| Employer contribution / active EE | $538 | $3,191-83.1% | $4,644-88.4% | $2,270-76.3% |
| Participant deferral / active EE | $4,088 | $6,073-32.7% | $6,842-40.2% | $3,740+9.3% |
| Admin fee / account holder | $206 | $551-62.6% | $9,309-97.8% | $513-59.8% |