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 GROUP4+ years Service code 12 · EIN 06-1053228 | Distribution (12b-1) fees; Sub-transf... | $24,250 |
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 | $38,736 | $64,311-39.8% | $110,238-64.9% | $75,289-48.5% |
| Participation rate | 71.4% | 79.3%-7.9pp | 79.8%-8.4pp | 72.4%-1.0pp |
| Annual return | -3.55% | -1.74%-1.8pp | 314.74%-318.3pp | -0.04%-3.5pp |
| Employer contribution / active EE | $541 | $2,404-77.5% | $3,826-85.9% | $2,405-77.5% |
| Participant deferral / active EE | $1,521 | $3,892-60.9% | $4,672-67.4% | $3,739-59.3% |
| Admin fee / account holder | $11 | $88-87.5% | $8,547-99.9% | $102-89.3% |