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 GROUP8+ years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $111,400 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $66,731 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,841 | $82,202+38.5% | $125,339-9.2% | $64,808+75.7% |
| Participation rate | 98.0% | 77.9%+20.1pp | 82.4%+15.6pp | 71.5%+26.5pp |
| Annual return | -14.89% | 3.48%-18.4pp | 572.05%-586.9pp | 32.82%-47.7pp |
| Employer contribution / active EE | $5,978 | $3,615+65.3% | $4,814+24.2% | $2,506+138.6% |
| Participant deferral / active EE | $9,326 | $7,175+30.0% | $7,446+25.2% | $4,310+116.4% |
| Admin fee / account holder | $284 | $163+74.1% | $10,010-97.2% | $188+51.4% |