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 4-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 CONSULTING GROUP INC Service code 49 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Services | $14,921 |
Filed as: VOYA RETIREMENT SERVICES & ANNUITY Service code 27 | Advisory (Plan) | $2,719 |
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 | $43,424 | $106,028-59.0% | $146,958-70.5% | $77,643-44.1% |
| Participation rate | 84.6% | 78.4%+6.3pp | 82.2%+2.5pp | 70.6%+14.1pp |
| Annual return | 23.40% | 56.73%-33.3pp | 418.34%-394.9pp | 31.24%-7.8pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $12,904 | $7,990+61.5% | $8,070+59.9% | $4,647+177.7% |
| Admin fee / account holder | $172 | $337-48.9% | $12,998-98.7% | $430-60.0% |