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 GROUP9+ years Service code 12 · EIN 06-1053228 | Participant loan processing; Valuatio... | $38,235 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,280 | $49,808-45.2% | $95,745-71.5% | $74,419-63.3% |
| Participation rate | 82.1% | 66.6%+15.5pp | 72.3%+9.8pp | 70.7%+11.3pp |
| Annual return | 14.89% | 24.91%-10.0pp | 28.35%-13.5pp | 34.38%-19.5pp |
| Employer contribution / active EE | $398 | $1,639-75.7% | $2,835-86.0% | $2,637-84.9% |
| Participant deferral / active EE | $2,970 | $3,739-20.6% | $4,245-30.0% | $4,528-34.4% |
| Admin fee / account holder | $24 | $311-92.4% | $5,678-99.6% | $348-93.2% |