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 GROUP4 years Service code 12 · EIN 06-1053228 | Consulting (pension); Recordkeeping a... | $25,286 |
Filed as: SWINDON, SPRINGER & CO. Service code 10 · EIN 31-1339842 | Accounting | $6,190 |
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 | $77,523 | $100,923-23.2% | $150,045-48.3% | $74,304+4.3% |
| Participation rate | 92.2% | 70.1%+22.1pp | 82.3%+9.9pp | 60.3%+31.8pp |
| Annual return | 12.66% | 51.77%-39.1pp | 62.55%-49.9pp | 29.43%-16.8pp |
| Employer contribution / active EE | $2,507 | $3,463-27.6% | $4,693-46.6% | $2,241+11.9% |
| Participant deferral / active EE | $6,864 | $6,709+2.3% | $7,997-14.2% | $3,767+82.2% |
| Admin fee / account holder | $141 | $2,767-94.9% | $13,435-99.0% | $2,969-95.3% |