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 GROUP3+ years Service code 12 · EIN 06-1053228 | Redemption fees; Valuation (appraisal... | $18,108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,345 | $57,976-58.0% | $62,995-61.4% | $62,292-60.9% |
| Participation rate | 53.4% | 75.9%-22.5pp | 74.8%-21.4pp | 69.5%-16.1pp |
| Annual return | 20.25% | 17.54%+2.7pp | 87.57%-67.3pp | 28.90%-8.7pp |
| Employer contribution / active EE | $354 | $2,415-85.3% | $2,759-87.2% | $2,042-82.6% |
| Participant deferral / active EE | $1,912 | $2,956-35.3% | $3,329-42.6% | $3,169-39.7% |
| Admin fee / account holder | $58 | $276-78.8% | $3,600-98.4% | $479-87.8% |