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 GROUP5+ years Service code 12 · EIN 06-1053228 | Consulting (pension); Recordkeeping f... | $1,866 |
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 | $71,919 | $86,332-16.7% | $125,175-42.5% | $65,185+10.3% |
| Participation rate | 71.8% | 75.3%-3.5pp | 79.8%-8.0pp | 70.2%+1.6pp |
| Annual return | 19.68% | 27.43%-7.8pp | 43.79%-24.1pp | 29.38%-9.7pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,232 | $3,537-36.9% | $4,937-54.8% | $3,514-36.5% |
| Admin fee / account holder | $22 | $609-96.3% | $9,702-99.8% | $847-97.3% |