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 GROUP7+ years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $111,827 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $41,996 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
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 | $138,637 | $104,317+32.9% | $159,436-13.0% | $86,799+59.7% |
| Participation rate | 81.6% | 77.7%+3.9pp | 82.8%-1.2pp | 72.3%+9.3pp |
| Annual return | 15.13% | 26.32%-11.2pp | 263.57%-248.4pp | 97.91%-82.8pp |
| Employer contribution / active EE | $5,233 | $3,451+51.6% | $4,829+8.4% | $2,405+117.6% |
| Participant deferral / active EE | $8,271 | $6,837+21.0% | $7,352+12.5% | $4,131+100.2% |
| Admin fee / account holder | $266 | $172+54.7% | $10,799-97.5% | $170+57.1% |