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 GROUP1+ years Service code 12 · EIN 06-1053228 | Float revenue; Valuation (appraisals,... | $13,002 |
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 | $39,019 | $75,828-48.5% | $147,614-73.6% | $59,632-34.6% |
| Participation rate | 90.6% | 71.6%+19.0pp | 84.6%+5.9pp | 68.7%+21.9pp |
| Annual return | -0.18% | 0.37%-0.6pp | 61.98%-62.2pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $2,814 | $3,485-19.2% | $5,564-49.4% | $2,203+27.8% |
| Participant deferral / active EE | $3,435 | $3,130+9.7% | $4,895-29.8% | $3,192+7.6% |
| Admin fee / account holder | $61 | $5,985-99.0% | $11,611-99.5% | $4,297-98.6% |