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 Service code 12 · EIN 06-1053228 | Distribution (12b-1) fees; Account ma... | $35,970 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,247 | $77,314+33.5% | $177,989-42.0% | $80,856+27.7% |
| Participation rate | 77.4% | 65.7%+11.7pp | 77.1%+0.3pp | 67.6%+9.8pp |
| Annual return | 13.45% | 18.09%-4.6pp | 294.48%-281.0pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,020 | $2,292-11.9% | $3,949-48.8% | $2,755-26.7% |
| Participant deferral / active EE | $4,378 | $4,411-0.7% | $6,276-30.2% | $4,296+1.9% |
| Admin fee / account holder | $473 | $7,191-93.4% | $10,363-95.4% | $6,918-93.2% |