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 | Recordkeeping and information managem... | $7,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,949 | $80,753-32.0% | $136,294-59.7% | $62,292-11.8% |
| Participation rate | 65.1% | 73.5%-8.4pp | 81.9%-16.8pp | 69.5%-4.4pp |
| Annual return | 17.89% | 35.83%-17.9pp | 5155.94%-5138.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $2,943 | $2,884+2.1% | $4,695-37.3% | $2,042+44.1% |
| Participant deferral / active EE | $6,416 | $5,164+24.3% | $6,247+2.7% | $3,169+102.5% |
| Admin fee / account holder | $42 | $525-92.0% | $9,243-99.5% | $479-91.2% |