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 6-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 GROUP2 years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Trust... | $11,483 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,088 | $57,281+11.9% | $86,612-26.0% | $75,163-14.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.87% | 2670.75%-2655.9pp | 591.07%-576.2pp | 160.62%-145.7pp |
| Employer contribution / active EE | $4,107 | $2,314+77.5% | $3,022+35.9% | $2,670+53.8% |
| Participant deferral / active EE | $5,289 | $3,318+59.4% | $4,438+19.2% | $4,125+28.2% |
| Admin fee / account holder | $53 | $4,112-98.7% | $5,614-99.1% | $5,651-99.1% |