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 GROUP4 years Service code 12 · EIN 06-1053228 | Trustee (directed); Recordkeeping fee... | $8,140 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,807 | $86,655-3.3% | $119,609-29.9% | $66,914+25.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -15.21% | -8.00%-7.2pp | -14.97%-0.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $8,917 | $2,536+251.6% | $4,232+110.7% | $2,544+250.5% |
| Participant deferral / active EE | $4,021 | $4,358-7.7% | $5,602-28.2% | $4,237-5.1% |
| Admin fee / account holder | $55 | $755-92.8% | $10,323-99.5% | $593-90.8% |