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 GROUP1+ years Service code 12 · EIN 06-1053228 | Recordkeeping fees; Valuation (apprai... | $22,438 |
Annual investment return 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 | $14,453 | $32,913-56.1% | $80,004-81.9% | $59,188-75.6% |
| Participation rate | 94.2% | 56.9%+37.3pp | 73.0%+21.2pp | 69.4%+24.8pp |
| Annual return | -1.02% | 1.16%-2.2pp | 7.63%-8.7pp | 5.51%-6.5pp |
| Employer contribution / active EE | $297 | $789-62.4% | $2,473-88.0% | $2,098-85.9% |
| Participant deferral / active EE | $1,477 | $1,686-12.4% | $3,204-53.9% | $3,265-54.8% |
| Admin fee / account holder | $19 | $40-53.0% | $5,033-99.6% | $92-79.6% |