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 GROUP4+ years Service code 12 · EIN 06-1053228 | Participant loan processing; Account ... | $9,164 |
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 | $11,668 | $51,620-77.4% | $90,281-87.1% | $65,185-82.1% |
| Participation rate | 73.0% | 68.6%+4.4pp | 73.3%-0.2pp | 70.2%+2.8pp |
| Annual return | 22.86% | 24.94%-2.1pp | 78.10%-55.2pp | 29.38%-6.5pp |
| Employer contribution / active EE | $545 | $2,235-75.6% | $2,854-80.9% | $2,177-75.0% |
| Participant deferral / active EE | $1,224 | $2,871-57.4% | $3,885-68.5% | $3,514-65.2% |
| Admin fee / account holder | $66 | $384-82.7% | $5,351-98.8% | $847-92.2% |