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 49 | Other Services | $15,946 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $1,314 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC Service code 49 · EIN 06-1493970 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,754 | $95,416-77.2% | $185,823-88.3% | $85,850-74.7% |
| Participation rate | 83.3% | 68.8%+14.6pp | 81.7%+1.6pp | 69.3%+14.0pp |
| Annual return | 10.42% | 23.59%-13.2pp | 122.05%-111.6pp | 318.53%-308.1pp |
| Employer contribution / active EE | $2,186 | $3,314-34.0% | $5,167-57.7% | $2,565-14.8% |
| Participant deferral / active EE | $3,056 | $3,423-10.7% | $5,568-45.1% | $3,952-22.7% |
| Admin fee / account holder | $52 | $7,213-99.3% | $16,237-99.7% | $6,260-99.2% |