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 GROUP4 years Service code 12 · EIN 06-1053228 | Account maintenance fees; Consulting ... | $2,797 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,094 | $60,989-17.9% | $60,874-17.7% | $66,914-25.1% |
| Participation rate | 63.6% | 74.5%-10.8pp | 73.1%-9.5pp | 69.8%-6.2pp |
| Annual return | -13.64% | -9.60%-4.0pp | 16.90%-30.5pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,816 | $2,661-31.7% | $2,701-32.8% | $2,544-28.6% |
| Participant deferral / active EE | $2,427 | $3,615-32.9% | $3,817-36.4% | $4,237-42.7% |
| Admin fee / account holder | $9 | $338-97.2% | $3,224-99.7% | $593-98.4% |