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 GROUP5 years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $60,426 |
USI CONSULTING GROUP6 years Service code 37 · EIN 06-1053228 | Loan Processing | $30,147 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,479 | $89,808-8.2% | $100,391-17.8% | $77,643+6.2% |
| Participation rate | 67.2% | 81.2%-14.0pp | 81.5%-14.3pp | 70.6%-3.3pp |
| Annual return | 17.28% | 20.62%-3.3pp | 49.20%-31.9pp | 31.24%-14.0pp |
| Employer contribution / active EE | $1,207 | $3,039-60.3% | $3,942-69.4% | $2,726-55.7% |
| Participant deferral / active EE | $6,409 | $8,284-22.6% | $8,082-20.7% | $4,647+37.9% |
| Admin fee / account holder | $114 | $174-34.7% | $7,899-98.6% | $430-73.6% |