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 GROUP6+ years Service code 15 · EIN 06-1053228 | Recordkeeping | $2,473 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,760 | $65,322-2.4% | $70,449-9.5% | $73,488-13.2% |
| Participation rate | 73.2% | 77.0%-3.8pp | 75.1%-1.9pp | 70.7%+2.5pp |
| Annual return | 12.81% | 15.71%-2.9pp | 109.03%-96.2pp | 28.51%-15.7pp |
| Employer contribution / active EE | $1,689 | $2,460-31.3% | $2,737-38.3% | $2,270-25.6% |
| Participant deferral / active EE | $3,080 | $3,375-8.7% | $3,709-17.0% | $3,740-17.6% |
| Admin fee / account holder | $6 | $214-97.3% | $3,845-99.9% | $513-98.9% |