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 GROUP8+ years Service code 12 · EIN 06-1053228 | Claims processing; Valuation (apprais... | $33,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,900 | $45,959-41.5% | $91,220-70.5% | $77,904-65.5% |
| Participation rate | 83.5% | 66.3%+17.2pp | 73.2%+10.3pp | 73.7%+9.8pp |
| Annual return | -16.97% | -5.32%-11.7pp | 114.01%-131.0pp | 12.21%-29.2pp |
| Employer contribution / active EE | $903 | $1,451-37.7% | $2,850-68.3% | $2,848-68.3% |
| Participant deferral / active EE | $2,512 | $3,283-23.5% | $4,234-40.7% | $4,806-47.7% |
| Admin fee / account holder | $22 | $99-77.8% | $5,420-99.6% | $133-83.5% |