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 Filed as: USI SECURITIES INC Service code 55 · EIN 06-1493970 | Other Commissions | $22,482 |
INVERNESS SECURITIES LLC1 year Service code 55 · EIN 01-0791017 | Other Commissions | $4,001 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,011 | $65,435-25.1% | $86,677-43.5% | $66,914-26.8% |
| Participation rate | 95.3% | 75.5%+19.8pp | 76.6%+18.7pp | 69.8%+25.5pp |
| Annual return | -13.35% | -10.89%-2.5pp | 35.91%-49.3pp | 1.58%-14.9pp |
| Employer contribution / active EE | $2,206 | $2,153+2.4% | $2,836-22.2% | $2,544-13.3% |
| Participant deferral / active EE | $2,256 | $4,100-45.0% | $4,656-51.5% | $4,237-46.8% |
| Admin fee / account holder | $1 | $642-99.9% | $7,493-100.0% | $593-99.9% |