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 GROUP4 years Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Other Commissions | $55,673 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC Service code 49 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Other Services | $14,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,823 | $108,719-35.8% | $101,326-31.1% | $85,563-18.4% |
| Participation rate | 58.7% | 80.9%-22.2pp | 81.5%-22.8pp | 66.0%-7.3pp |
| Annual return | 17.30% | 20.95%-3.7pp | 36.82%-19.5pp | 31.51%-14.2pp |
| Employer contribution / active EE | $2,629 | $3,114-15.6% | $3,665-28.3% | $2,654-0.9% |
| Participant deferral / active EE | $4,918 | $8,545-42.5% | $7,994-38.5% | $4,375+12.4% |
| Admin fee / account holder | $277 | $685-59.5% | $11,185-97.5% | $834-66.8% |