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 GROUP6+ years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Parti... | $17,929 |
Participant 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 | $50,158 | $82,783-39.4% | $133,956-62.6% | $90,288-44.4% |
| Participation rate | 77.7% | 81.3%-3.6pp | 79.8%-2.1pp | 73.4%+4.4pp |
| Annual return | 17.06% | 21.89%-4.8pp | 45.09%-28.0pp | 53.97%-36.9pp |
| Employer contribution / active EE | $666 | $2,388-72.1% | $3,919-83.0% | $2,524-73.6% |
| Participant deferral / active EE | $1,814 | $4,291-57.7% | $5,048-64.1% | $4,232-57.1% |
| Admin fee / account holder | $8 | $93-91.8% | $8,927-99.9% | $114-93.3% |