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 GROUP9 years Service code 12 · EIN 06-1053228 | Participant loan processing; Account ... | $48,799 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,358 | $82,917-39.3% | $103,333-51.3% | $77,643-35.1% |
| Participation rate | 76.9% | 71.6%+5.4pp | 74.5%+2.4pp | 70.6%+6.3pp |
| Annual return | 6.55% | 19.13%-12.6pp | 24.88%-18.3pp | 31.24%-24.7pp |
| Employer contribution / active EE | $1,490 | $3,552-58.1% | $3,868-61.5% | $2,726-45.3% |
| Participant deferral / active EE | $5,363 | $4,108+30.5% | $5,057+6.0% | $4,647+15.4% |
| Admin fee / account holder | $60 | $638-90.6% | $8,355-99.3% | $430-86.1% |