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 GROUP3+ years Service code 12 · EIN 06-1053228 | Claims processing; Recordkeeping and ... | $5,875 |
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 | $51,298 | $84,233-39.1% | $170,442-69.9% | $70,131-26.9% |
| Participation rate | 91.1% | 70.8%+20.3pp | 83.6%+7.5pp | 69.5%+21.6pp |
| Annual return | 21.92% | 23.06%-1.1pp | 205.93%-184.0pp | 73.14%-51.2pp |
| Employer contribution / active EE | $3,175 | $3,387-6.2% | $5,433-41.5% | $2,342+35.6% |
| Participant deferral / active EE | $3,825 | $3,086+24.0% | $4,939-22.6% | $3,332+14.8% |
| Admin fee / account holder | $58 | $5,698-99.0% | $13,880-99.6% | $4,645-98.8% |