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 Service code 12 · EIN 06-1053228 | Account maintenance fees; Consulting ... | $81,593 |
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 | $76,833 | $65,118+18.0% | $76,768+0.1% | $55,725+37.9% |
| Participation rate | 97.6% | 79.6%+18.0pp | 77.0%+20.7pp | 70.9%+26.8pp |
| Annual return | -5.64% | -1.27%-4.4pp | 2.43%-8.1pp | 244.93%-250.6pp |
| Employer contribution / active EE | $3,506 | $1,941+80.6% | $2,485+41.1% | $2,078+68.7% |
| Participant deferral / active EE | $2,332 | $3,688-36.8% | $3,852-39.4% | $3,356-30.5% |
| Admin fee / account holder | $164 | $116+41.7% | $6,675-97.5% | $115+42.5% |