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 Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $46,981 |
USI CONSULTING GROUP5 years Service code 37 · EIN 06-1053228 | Loan Processing | $22,057 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,343 | $89,282-20.1% | $94,646-24.6% | $74,419-4.1% |
| Participation rate | 99.9% | 82.4%+17.4pp | 80.8%+19.0pp | 70.7%+29.1pp |
| Annual return | 22.36% | 25.96%-3.6pp | 156.71%-134.3pp | 34.38%-12.0pp |
| Employer contribution / active EE | $1,176 | $3,022-61.1% | $3,672-68.0% | $2,637-55.4% |
| Participant deferral / active EE | $5,840 | $8,425-30.7% | $7,418-21.3% | $4,528+29.0% |
| Admin fee / account holder | $90 | $219-59.0% | $7,231-98.8% | $348-74.2% |