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 Service code 12 · EIN 06-1053228 | Redemption fees; Recordkeeping fees; ... | $77,228 |
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 | $82,488 | $69,305+19.0% | $82,313+0.2% | $69,631+18.5% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 16.22% | 21.47%-5.2pp | 25.88%-9.7pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $3,263 | $1,887+73.0% | $2,428+34.4% | $2,032+60.6% |
| Participant deferral / active EE | $2,243 | $3,568-37.1% | $3,706-39.5% | $3,224-30.4% |
| Admin fee / account holder | $154 | $97+58.9% | $5,608-97.2% | $110+39.9% |