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 Service code 12 · EIN 06-1053228 | Consulting (pension); Float revenue; ... | $3,341 |
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 | $41,013 | $77,634-47.2% | $156,549-73.8% | $62,891-34.8% |
| Participation rate | 88.9% | 71.2%+17.7pp | 84.0%+4.9pp | 69.3%+19.6pp |
| Annual return | 6.61% | 50.32%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,924 | $3,444-15.1% | $5,501-46.9% | $2,281+28.2% |
| Participant deferral / active EE | $3,249 | $3,045+6.7% | $4,871-33.3% | $3,203+1.4% |
| Admin fee / account holder | $31 | $5,561-99.4% | $13,027-99.8% | $4,296-99.3% |