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 GROUP2 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $28,183 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $14,312 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,020 | $84,936+1.3% | $111,297-22.7% | $79,386+8.4% |
| Participation rate | 99.2% | 75.9%+23.4pp | 77.3%+21.9pp | 70.7%+28.5pp |
| Annual return | 13.99% | 17.45%-3.5pp | 54.65%-40.7pp | 116.85%-102.9pp |
| Employer contribution / active EE | $2,494 | $1,979+26.0% | $2,731-8.7% | $2,427+2.7% |
| Participant deferral / active EE | $4,424 | $3,888+13.8% | $4,487-1.4% | $4,046+9.4% |
| Admin fee / account holder | $306 | $537-43.0% | $7,964-96.2% | $626-51.2% |