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 SECURITIES INC Service code 55 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Commissions | $27,303 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,931 | $84,936-10.6% | $111,297-31.8% | $79,386-4.4% |
| Participation rate | 97.0% | 75.9%+21.2pp | 77.3%+19.7pp | 70.7%+26.3pp |
| Annual return | 13.37% | 17.45%-4.1pp | 54.65%-41.3pp | 116.85%-103.5pp |
| Employer contribution / active EE | $2,815 | $1,979+42.2% | $2,731+3.1% | $2,427+16.0% |
| Participant deferral / active EE | $3,191 | $3,888-17.9% | $4,487-28.9% | $4,046-21.1% |
| Admin fee / account holder | $1 | $537-99.9% | $7,964-100.0% | $626-99.9% |