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 | Float revenue; Finders' fees / placem... | $2,122 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,465 | $71,192-2.4% | $117,854-41.1% | $62,292+11.5% |
| Participation rate | 70.6% | 74.2%-3.6pp | 79.7%-9.0pp | 69.5%+1.1pp |
| Annual return | 14.65% | 18.66%-4.0pp | 335.08%-320.4pp | 28.90%-14.2pp |
| Employer contribution / active EE | $176 | $1,934-90.9% | $3,786-95.3% | $2,042-91.4% |
| Participant deferral / active EE | $2,302 | $3,189-27.8% | $4,482-48.6% | $3,169-27.4% |
| Admin fee / account holder | $26 | $587-95.6% | $8,020-99.7% | $479-94.6% |