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 |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $14,093 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Commissions | $9,622 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,378 | $73,638-11.2% | $95,952-31.9% | $73,488-11.0% |
| Participation rate | 98.2% | 76.2%+22.0pp | 77.1%+21.1pp | 70.7%+27.5pp |
| Annual return | 9.04% | 16.78%-7.7pp | 91.61%-82.6pp | 28.51%-19.5pp |
| Employer contribution / active EE | $2,304 | $1,863+23.6% | $2,541-9.3% | $2,270+1.5% |
| Participant deferral / active EE | $2,562 | $3,617-29.2% | $4,167-38.5% | $3,740-31.5% |
| Admin fee / account holder | $1 | $482-99.8% | $6,795-100.0% | $513-99.9% |