See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP8+ years Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Redempt... | $15,387 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,365 | $72,254-71.8% | $86,677-76.5% | $64,808-68.6% |
| Participation rate | 78.3% | 80.4%-2.1pp | 76.6%+1.7pp | 71.5%+6.8pp |
| Annual return | -15.93% | 392.42%-408.4pp | 35.91%-51.8pp | 32.82%-48.7pp |
| Employer contribution / active EE | $1,075 | $2,393-55.1% | $2,836-62.1% | $2,506-57.1% |
| Participant deferral / active EE | $1,958 | $4,658-58.0% | $4,656-58.0% | $4,310-54.6% |
| Admin fee / account holder | $16 | $174-90.6% | $7,493-99.8% | $188-91.3% |