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 GROUP5+ years Service code 12 · EIN 06-1053228 | Recordkeeping fees; Distribution (12b... | $31,235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,800 | $48,116-44.3% | $99,443-73.0% | $77,787-65.5% |
| Participation rate | 68.0% | 60.0%+8.0pp | 73.8%-5.8pp | 73.2%-5.2pp |
| Annual return | 21.82% | 23.23%-1.4pp | 30.72%-8.9pp | 32.57%-10.8pp |
| Employer contribution / active EE | $515 | $1,057-51.2% | $2,540-79.7% | $2,504-79.4% |
| Participant deferral / active EE | $1,623 | $2,238-27.4% | $3,619-55.1% | $3,967-59.1% |
| Admin fee / account holder | $25 | $87-71.8% | $6,250-99.6% | $100-75.4% |