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 GROUP2 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $26,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,123 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,239 | $69,477+74.5% | $94,646+28.1% | $71,457+69.7% |
| Participation rate | 91.2% | 78.4%+12.7pp | 80.8%+10.3pp | 67.9%+23.2pp |
| Annual return | 21.29% | 29.66%-8.4pp | 156.71%-135.4pp | 28.85%-7.6pp |
| Employer contribution / active EE | $3,533 | $2,853+23.8% | $3,672-3.8% | $2,588+36.5% |
| Participant deferral / active EE | $9,326 | $7,345+27.0% | $7,418+25.7% | $4,289+117.4% |
| Admin fee / account holder | $147 | $1,210-87.9% | $7,231-98.0% | $1,587-90.7% |