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 7-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 ADVISORS INC Service code 26 · EIN 06-1397347 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Participants) | $56,188 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,708 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,030 | $62,624-56.8% | $177,989-84.8% | $77,643-65.2% |
| Participation rate | 37.4% | 66.8%-29.4pp | 77.1%-39.7pp | 70.6%-33.2pp |
| Annual return | 13.89% | 16.16%-2.3pp | 294.48%-280.6pp | 31.24%-17.3pp |
| Employer contribution / active EE | $808 | $1,909-57.7% | $3,949-79.5% | $2,726-70.4% |
| Participant deferral / active EE | $1,401 | $4,219-66.8% | $6,276-77.7% | $4,647-69.8% |
| Admin fee / account holder | $169 | $386-56.2% | $10,363-98.4% | $430-60.7% |