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 GROUP3 years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $44,696 |
USI CONSULTING GROUP4 years Service code 12 · EIN 06-1053228 | Claims processing; Consulting (pensio... | $19,282 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,995 | $64,612-4.0% | $86,436-28.3% | $64,808-4.3% |
| Participation rate | 79.7% | 81.5%-1.7pp | 80.3%-0.6pp | 71.5%+8.3pp |
| Annual return | -11.06% | 0.66%-11.7pp | 4394.89%-4406.0pp | 32.82%-43.9pp |
| Employer contribution / active EE | $1,489 | $2,744-45.8% | $3,769-60.5% | $2,506-40.6% |
| Participant deferral / active EE | $7,295 | $7,497-2.7% | $6,952+4.9% | $4,310+69.2% |
| Admin fee / account holder | $93 | $169-45.2% | $6,731-98.6% | $188-50.7% |