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 5-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 GROUP4 years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $107,300 |
USI CONSULTING GROUP4 years Service code 65 · EIN 06-1053228 | Account Maintenance | $8,235 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $139,847 | $122,239+14.4% | $184,203-24.1% | $74,495+87.7% |
| Participation rate | 99.2% | 85.5%+13.7pp | 86.8%+12.3pp | 67.2%+32.0pp |
| Annual return | 14.68% | 19.95%-5.3pp | 28.81%-14.1pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $16,609 | $4,537+266.0% | $6,427+158.4% | $2,623+533.2% |
| Participant deferral / active EE | $13,654 | $7,139+91.3% | $9,131+49.5% | $4,346+214.2% |
| Admin fee / account holder | $378 | $1,260-70.0% | $13,901-97.3% | $1,942-80.6% |