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 GROUP3 years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Sub-t... | $7,774 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,079 | $58,208+20.4% | $81,812-14.3% | $80,856-13.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 25.89% | 41.66%-15.8pp | 773.79%-747.9pp | 35.59%-9.7pp |
| Employer contribution / active EE | $4,260 | $2,340+82.1% | $2,912+46.3% | $2,755+54.7% |
| Participant deferral / active EE | $5,133 | $3,281+56.4% | $4,319+18.9% | $4,296+19.5% |
| Admin fee / account holder | $49 | $4,981-99.0% | $7,386-99.3% | $6,918-99.3% |