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 GROUP3+ years Service code 12 · EIN 06-1053228 | Redemption fees; Finders' fees / plac... | $28,695 |
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 | $21,523 | $37,245-42.2% | $94,993-77.3% | $77,958-72.4% |
| Participation rate | 73.1% | 56.5%+16.7pp | 73.9%-0.7pp | 71.6%+1.5pp |
| Annual return | 17.76% | 22.72%-5.0pp | 27.12%-9.4pp | 20.87%-3.1pp |
| Employer contribution / active EE | $268 | $894-70.0% | $2,603-89.7% | $2,310-88.4% |
| Participant deferral / active EE | $1,356 | $1,828-25.8% | $3,317-59.1% | $3,537-61.7% |
| Admin fee / account holder | $24 | $59-59.1% | $4,960-99.5% | $97-75.2% |