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 GROUP3+ years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $59,982 |
USI CONSULTING GROUP3+ years Service code 37 · EIN 06-1053228 | Loan Processing | $25,843 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,522 | $88,890+88.5% | $102,423+63.6% | $77,643+115.8% |
| Participation rate | 88.3% | 80.9%+7.4pp | 76.5%+11.9pp | 70.6%+17.8pp |
| Annual return | 17.30% | 24.98%-7.7pp | 29.32%-12.0pp | 31.24%-13.9pp |
| Employer contribution / active EE | $4,164 | $2,698+54.4% | $3,023+37.7% | $2,726+52.8% |
| Participant deferral / active EE | $6,733 | $5,145+30.9% | $5,053+33.3% | $4,647+44.9% |
| Admin fee / account holder | $196 | $235-17.0% | $9,451-97.9% | $430-54.6% |