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 GROUP4+ years Service code 12 · EIN 06-1053228 | Account maintenance fees; Participant... | $23,722 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,772 | $66,302+223.9% | $110,238+94.8% | $56,287+281.6% |
| Participation rate | 94.0% | 74.9%+19.1pp | 79.8%+14.2pp | 69.9%+24.1pp |
| Annual return | 6.58% | -1.18%+7.8pp | 314.74%-308.2pp | -9.96%+16.5pp |
| Employer contribution / active EE | $8,427 | $2,047+311.6% | $3,826+120.2% | $2,111+299.2% |
| Participant deferral / active EE | $10,678 | $3,381+215.8% | $4,672+128.6% | $3,350+218.8% |
| Admin fee / account holder | $169 | $698-75.7% | $8,547-98.0% | $521-67.5% |