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 GROUP5+ years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Accou... | $26,626 |
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.
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 | $34,778 | $60,795-42.8% | $69,455-49.9% | $65,185-46.6% |
| Participation rate | 55.3% | 74.9%-19.5pp | 74.6%-19.3pp | 70.2%-14.9pp |
| Annual return | 20.53% | 17.46%+3.1pp | 28.97%-8.4pp | 29.38%-8.9pp |
| Employer contribution / active EE | $286 | $2,452-88.3% | $2,779-89.7% | $2,177-86.9% |
| Participant deferral / active EE | $1,728 | $3,162-45.3% | $3,535-51.1% | $3,514-50.8% |
| Admin fee / account holder | $140 | $314-55.3% | $3,839-96.3% | $847-83.5% |