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 | Finders' fees / placement fees; Float... | $16,733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,616 | $69,305-45.7% | $82,313-54.3% | $69,631-46.0% |
| Participation rate | 53.8% | 80.3%-26.5pp | 76.9%-23.1pp | 70.7%-16.9pp |
| Annual return | 14.38% | 21.47%-7.1pp | 25.88%-11.5pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $325 | $1,887-82.8% | $2,428-86.6% | $2,032-84.0% |
| Participant deferral / active EE | $1,725 | $3,568-51.7% | $3,706-53.5% | $3,224-46.5% |
| Admin fee / account holder | $33 | $97-65.7% | $5,608-99.4% | $110-69.8% |