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 GROUP2 years Filed as: USI SECURITIES, INC. Service code 55 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Other Commissions | $44,078 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC. Service code 49 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Other Services | $10,996 |
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 | $63,669 | $89,808-29.1% | $100,391-36.6% | $77,643-18.0% |
| Participation rate | 56.0% | 81.2%-25.2pp | 81.5%-25.5pp | 70.6%-14.5pp |
| Annual return | 32.92% | 20.62%+12.3pp | 49.20%-16.3pp | 31.24%+1.7pp |
| Employer contribution / active EE | $2,131 | $3,039-29.9% | $3,942-45.9% | $2,726-21.8% |
| Participant deferral / active EE | $4,059 | $8,284-51.0% | $8,082-49.8% | $4,647-12.7% |
| Admin fee / account holder | $231 | $174+32.3% | $7,899-97.1% | $430-46.4% |