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 GROUP11+ years Service code 12 · EIN 06-1053228 | Participant loan processing; Finders'... | $55,709 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $467,809 | $109,413+327.6% | $156,263+199.4% | $84,808+451.6% |
| Participation rate | 95.8% | 72.7%+23.1pp | 78.9%+16.9pp | 68.3%+27.5pp |
| Annual return | 12.73% | 20.18%-7.4pp | 59.47%-46.7pp | 40.90%-28.2pp |
| Employer contribution / active EE | $9,758 | $2,907+235.7% | $4,333+125.2% | $2,631+270.9% |
| Participant deferral / active EE | $15,119 | $4,590+229.4% | $6,158+145.5% | $4,212+259.0% |
| Admin fee / account holder | $521 | $9,357-94.4% | $14,255-96.3% | $7,344-92.9% |