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 GROUP3 years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Recor... | $40,449 |
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 | $59,631 | $79,013-24.5% | $100,391-40.6% | $74,495-20.0% |
| Participation rate | 71.8% | 79.5%-7.7pp | 81.5%-9.7pp | 67.2%+4.6pp |
| Annual return | 17.18% | 20.41%-3.2pp | 49.20%-32.0pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $1,209 | $3,021-60.0% | $3,942-69.3% | $2,623-53.9% |
| Participant deferral / active EE | $6,750 | $7,760-13.0% | $8,082-16.5% | $4,346+55.3% |
| Admin fee / account holder | $164 | $1,320-87.6% | $7,899-97.9% | $1,942-91.6% |