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 3-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 GROUP1+ years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $45,099 |
USI CONSULTING GROUP1+ years Service code 12 · EIN 06-1053228 | Trustee (directed); Participant loan ... | $31,028 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,360 | $72,254+56.9% | $86,677+30.8% | $64,808+74.9% |
| Participation rate | 90.7% | 80.4%+10.3pp | 76.6%+14.1pp | 71.5%+19.2pp |
| Annual return | -16.64% | 392.42%-409.1pp | 35.91%-52.5pp | 32.82%-49.5pp |
| Employer contribution / active EE | $3,626 | $2,393+51.5% | $2,836+27.8% | $2,506+44.7% |
| Participant deferral / active EE | $6,007 | $4,658+29.0% | $4,656+29.0% | $4,310+39.4% |
| Admin fee / account holder | $179 | $174+2.8% | $7,493-97.6% | $188-4.8% |