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 9-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 GROUP2+ years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Trust... | $17,907 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,312 | $44,473-70.1% | $76,523-82.6% | $55,725-76.1% |
| Participation rate | 8.7% | 51.0%-42.3pp | 68.0%-59.3pp | 70.9%-62.1pp |
| Annual return | -8.39% | -2.01%-6.4pp | -0.27%-8.1pp | 244.93%-253.3pp |
| Employer contribution / active EE | $0 | $1,101-100.0% | $2,647-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $663 | $1,988-66.6% | $3,835-82.7% | $3,356-80.2% |
| Admin fee / account holder | $134 | $134-0.4% | $4,848-97.2% | $115+16.0% |