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 GROUP3+ years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $50,495 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,489 | $67,228-41.3% | $117,854-66.5% | $77,958-49.3% |
| Participation rate | 71.9% | 79.4%-7.5pp | 79.7%-7.8pp | 71.6%+0.2pp |
| Annual return | 18.49% | 19.13%-0.6pp | 335.08%-316.6pp | 20.87%-2.4pp |
| Employer contribution / active EE | $575 | $2,211-74.0% | $3,786-84.8% | $2,310-75.1% |
| Participant deferral / active EE | $1,440 | $3,653-60.6% | $4,482-67.9% | $3,537-59.3% |
| Admin fee / account holder | $21 | $76-71.8% | $8,020-99.7% | $97-78.0% |