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 GROUP3 years Service code 12 · EIN 06-1053228 | Consulting (pension); Distribution (1... | $12,501 |
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 | $72,446 | $101,499-28.6% | $147,005-50.7% | $74,546-2.8% |
| Participation rate | 93.4% | 75.5%+17.9pp | 82.2%+11.2pp | 67.2%+26.2pp |
| Annual return | 11.99% | 8732.34%-8720.4pp | 418.76%-406.8pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $2,285 | $3,811-40.1% | $4,934-53.7% | $2,624-12.9% |
| Participant deferral / active EE | $6,898 | $7,304-5.6% | $8,070-14.5% | $4,347+58.7% |
| Admin fee / account holder | $88 | $1,748-95.0% | $13,006-99.3% | $1,944-95.5% |