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.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $54,167 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,121 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,696 | $100,923+151.4% | $150,045+69.1% | $74,304+241.4% |
| Participation rate | 96.6% | 70.1%+26.6pp | 82.3%+14.3pp | 60.3%+36.3pp |
| Annual return | 0.00% | 51.77%-51.8pp | 62.55%-62.5pp | 29.43%-29.4pp |
| Employer contribution / active EE | $4,452 | $3,463+28.6% | $4,693-5.1% | $2,241+98.7% |
| Participant deferral / active EE | $10,875 | $6,709+62.1% | $7,997+36.0% | $3,767+188.7% |
| Admin fee / account holder | $359 | $2,767-87.0% | $13,435-97.3% | $2,969-87.9% |