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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 GROUP1 year Service code 12 · EIN 06-1053228 | Consulting (pension); Recordkeeping f... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,076 | $60,795-4.5% | $69,455-16.4% | $65,185-10.9% |
| Participation rate | 60.3% | 74.9%-14.5pp | 74.6%-14.3pp | 70.2%-9.9pp |
| Annual return | 16.92% | 17.46%-0.5pp | 28.97%-12.0pp | 29.38%-12.5pp |
| Employer contribution / active EE | $3,686 | $2,452+50.3% | $2,779+32.7% | $2,177+69.4% |
| Participant deferral / active EE | $736 | $3,162-76.7% | $3,535-79.2% | $3,514-79.1% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |