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 | Participant loan processing; Account ... | $277,335 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,990 | $122,186-2.6% | $146,958-19.0% | $199,593-40.4% |
| Participation rate | 97.7% | 78.3%+19.4pp | 82.2%+15.6pp | 72.0%+25.7pp |
| Annual return | 16.31% | 30.56%-14.2pp | 418.34%-402.0pp | 34.25%-17.9pp |
| Employer contribution / active EE | $7,700 | $4,093+88.1% | $4,933+56.1% | $3,034+153.8% |
| Participant deferral / active EE | $12,891 | $8,502+51.6% | $8,070+59.7% | $5,087+153.4% |
| Admin fee / account holder | $104 | $179-42.1% | $12,998-99.2% | $269-61.5% |