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 GROUP1 year Service code 12 · EIN 06-1053228 | Claims processing; Recordkeeping and ... | $19,716 |
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 | $50,811 | $155,795-67.4% | $136,294-62.7% | $69,631-27.0% |
| Participation rate | 94.5% | 75.2%+19.2pp | 81.9%+12.5pp | 70.7%+23.8pp |
| Annual return | 31.97% | 232464.33%-232432.4pp | 5155.94%-5124.0pp | 27571.02%-27539.1pp |
| Employer contribution / active EE | $6,671 | $2,991+123.0% | $4,695+42.1% | $2,032+228.3% |
| Participant deferral / active EE | $8,026 | $5,394+48.8% | $6,247+28.5% | $3,224+149.0% |
| Admin fee / account holder | $50 | $128-61.4% | $9,243-99.5% | $110-55.2% |