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 GROUP5 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,313 |
Annual investment return 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 | $135,482 | $65,435+107.0% | $86,677+56.3% | $66,914+102.5% |
| Participation rate | 76.5% | 75.5%+1.1pp | 76.6%0pp | 69.8%+6.7pp |
| Annual return | -21.66% | -10.89%-10.8pp | 35.91%-57.6pp | 1.58%-23.2pp |
| Employer contribution / active EE | $931 | $2,153-56.8% | $2,836-67.2% | $2,544-63.4% |
| Participant deferral / active EE | $5,012 | $4,100+22.2% | $4,656+7.6% | $4,237+18.3% |
| Admin fee / account holder | $136 | $642-78.9% | $7,493-98.2% | $593-77.1% |