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 7-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 Service code 12 · EIN 06-1053228 | Recordkeeping fees; Valuation (apprai... | $90,835 |
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 | $77,240 | $73,404+5.2% | $87,100-11.3% | $67,579+14.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 19.51% | 48.29%-28.8pp | 28.19%-8.7pp | 378.56%-359.0pp |
| Employer contribution / active EE | $3,568 | $2,014+77.2% | $2,521+41.5% | $2,148+66.1% |
| Participant deferral / active EE | $3,898 | $3,913-0.4% | $4,049-3.7% | $3,539+10.1% |
| Admin fee / account holder | $188 | $142+32.8% | $7,497-97.5% | $142+32.2% |