Filed July 8, 2024
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 GROUP2+ years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Redem... | $5,727 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,591 | $50,637-77.1% | $86,590-86.6% | $62,292-81.4% |
| Participation rate | 47.0% | 67.9%-20.9pp | 73.5%-26.5pp | 69.5%-22.5pp |
| Annual return | 21.56% | 20.80%+0.8pp | 964.84%-943.3pp | 28.90%-7.3pp |
| Employer contribution / active EE | $389 | $2,075-81.3% | $2,839-86.3% | $2,042-81.0% |
| Participant deferral / active EE | $886 | $2,611-66.1% | $3,609-75.4% | $3,169-72.0% |
| Admin fee / account holder | $34 | $413-91.8% | $4,906-99.3% | $479-92.9% |