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 SECURITIES INC. Service code 55 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Other Commissions | $44,237 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $24,842 |
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 | $39,279 | $55,415-29.1% | $155,509-74.7% | $74,495-47.3% |
| Participation rate | 69.8% | 61.9%+7.9pp | 78.2%-8.4pp | 67.2%+2.6pp |
| Annual return | 15.69% | 268.50%-252.8pp | 64.67%-49.0pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $1,311 | $2,267-42.2% | $4,672-71.9% | $2,623-50.0% |
| Participant deferral / active EE | $4,273 | $2,836+50.7% | $5,626-24.1% | $4,346-1.7% |
| Admin fee / account holder | $146 | $1,738-91.6% | $15,912-99.1% | $1,942-92.5% |