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 GROUP4 years Service code 12 · EIN 06-1053228 | Participant loan processing; Recordke... | $14,686 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,262 | $54,705+46.7% | $71,209+12.7% | $84,808-5.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 13.14% | 35.90%-22.8pp | 282.51%-269.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,936 | $2,158+82.4% | $2,721+44.7% | $2,631+49.6% |
| Participant deferral / active EE | $5,190 | $3,030+71.3% | $4,175+24.3% | $4,212+23.2% |
| Admin fee / account holder | $47 | $4,863-99.0% | $5,349-99.1% | $7,344-99.4% |