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 GROUP6+ years Service code 12 · EIN 06-1053228 | Float revenue; Participant loan proce... | $1,958 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,218 | $81,474+2.1% | $133,956-37.9% | $73,488+13.2% |
| Participation rate | 75.0% | 76.4%-1.4pp | 79.8%-4.8pp | 70.7%+4.3pp |
| Annual return | 18.84% | 19.40%-0.6pp | 45.09%-26.3pp | 28.51%-9.7pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,560 | $3,786-32.4% | $5,048-49.3% | $3,740-31.5% |
| Admin fee / account holder | $24 | $713-96.7% | $8,927-99.7% | $513-95.4% |