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 10-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 CONSULTING GROUP INC Service code 49 95 GLASTONBURY BLVD INC STE 102 · GLASTONBURY, CT 06033 | Other Services | $22,098 |
USI CONSULTING GROUP1 year Service code 49 | Other Services | $16,809 |
Filed as: VOYA RIAC Service code 27 · EIN 71-0294708 P.O. BOX 9900067 · HARTFORD, CT 061990067 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $46,909 | $78,485-40.2% | $106,213-55.8% | $74,495-37.0% |
| Participation rate | 49.1% | 72.8%-23.7pp | 75.3%-26.1pp | 67.2%-18.1pp |
| Annual return | 19.07% | 15.95%+3.1pp | 116.14%-97.1pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $1,275 | $2,523-49.5% | $3,171-59.8% | $2,623-51.4% |
| Participant deferral / active EE | $2,507 | $4,322-42.0% | $5,016-50.0% | $4,346-42.3% |
| Admin fee / account holder | $224 | $2,232-90.0% | $11,033-98.0% | $1,942-88.5% |