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 GROUP1 year Service code 12 · EIN 06-1053228 | Participant loan processing; Redempti... | $7,639 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,383 | $87,037-86.9% | $106,201-89.3% | $80,874-85.9% |
| Participation rate | 95.7% | 70.4%+25.2pp | 75.3%+20.4pp | 67.6%+28.0pp |
| Annual return | 12.15% | 17.05%-4.9pp | 116.26%-104.1pp | 35.62%-23.5pp |
| Employer contribution / active EE | $2,883 | $2,396+20.3% | $3,170-9.0% | $2,756+4.6% |
| Participant deferral / active EE | $1,476 | $3,986-63.0% | $5,012-70.6% | $4,297-65.7% |
| Admin fee / account holder | $70 | $8,434-99.2% | $11,039-99.4% | $6,935-99.0% |