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 GROUP10+ years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Recor... | $8,558 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,438 | $69,763-0.5% | $67,502+2.9% | $74,495-6.8% |
| Participation rate | 71.4% | 71.4%+0.1pp | 72.9%-1.4pp | 67.2%+4.2pp |
| Annual return | 12.17% | -40.34%+52.5pp | 3512.12%-3500.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,546 | $2,704-42.8% | $2,731-43.4% | $2,623-41.1% |
| Participant deferral / active EE | $3,058 | $3,636-15.9% | $4,000-23.6% | $4,346-29.6% |
| Admin fee / account holder | $22 | $896-97.6% | $3,998-99.5% | $1,942-98.9% |