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 Service code 12 · EIN 06-1053228 | Consulting (pension); Redemption fees... | $4,945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,306 | $75,183-58.4% | $123,892-74.7% | $55,167-43.3% |
| Participation rate | 48.2% | 72.8%-24.7pp | 81.4%-33.2pp | 69.0%-20.8pp |
| Annual return | 21.46% | 19.01%+2.5pp | 47.52%-26.1pp | 169.23%-147.8pp |
| Employer contribution / active EE | $1,160 | $2,823-58.9% | $4,617-74.9% | $1,963-40.9% |
| Participant deferral / active EE | $4,231 | $5,084-16.8% | $5,984-29.3% | $3,054+38.5% |
| Admin fee / account holder | $31 | $663-95.3% | $8,357-99.6% | $504-93.9% |