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 Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $76,451 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $26,391 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $90,057 | $88,122+2.2% | $141,162-36.2% | $67,579+33.3% |
| Participation rate | 98.8% | 76.5%+22.4pp | 82.5%+16.3pp | 71.3%+27.5pp |
| Annual return | 23.30% | 75.40%-52.1pp | 71.39%-48.1pp | 378.56%-355.3pp |
| Employer contribution / active EE | $5,813 | $3,224+80.3% | $4,735+22.8% | $2,148+170.7% |
| Participant deferral / active EE | $8,518 | $5,958+43.0% | $6,709+27.0% | $3,539+140.7% |
| Admin fee / account holder | $165 | $131+25.9% | $10,261-98.4% | $142+15.8% |