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 6-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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $78,393 |
USI CONSULTING GROUP1+ years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $12,750 |
USI CONSULTING GROUP1+ years Filed as: USI SECURITIES INC Service code 61 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,617 | $81,548-77.2% | $141,162-86.8% | $89,569-79.2% |
| Participation rate | 23.3% | 64.9%-41.6pp | 82.5%-59.2pp | 69.6%-46.3pp |
| Annual return | 0.00% | 47.43%-47.4pp | 71.39%-71.4pp | 34.56%-34.6pp |
| Employer contribution / active EE | $681 | $2,272-70.0% | $4,735-85.6% | $2,584-73.6% |
| Participant deferral / active EE | $1,695 | $5,280-67.9% | $6,709-74.7% | $4,220-59.8% |
| Admin fee / account holder | $14 | $68-80.0% | $10,261-99.9% | $72-81.0% |