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 5-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 GROUP1 year Filed as: USI SECURITIES, INC. Service code 55 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Other Commissions | $28,782 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 49 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Other Services | $6,775 |
THE RETIREMENT ADVANTAGE INC3+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 49 600 S. NICOLET ROAD · APPLETON, WI 54914 | Other Services | $6,310 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,535 | $89,282-46.8% | $94,646-49.8% | $74,419-36.1% |
| Participation rate | 42.2% | 82.4%-40.2pp | 80.8%-38.6pp | 70.7%-28.5pp |
| Annual return | 23.50% | 25.96%-2.5pp | 156.71%-133.2pp | 34.38%-10.9pp |
| Employer contribution / active EE | $1,894 | $3,022-37.3% | $3,672-48.4% | $2,637-28.2% |
| Participant deferral / active EE | $3,485 | $8,425-58.6% | $7,418-53.0% | $4,528-23.0% |
| Admin fee / account holder | $167 | $219-23.5% | $7,231-97.7% | $348-51.9% |