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 | Finders' fees / placement fees; Trust... | $54,989 |
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 | $50,211 | $65,118-22.9% | $76,768-34.6% | $55,725-9.9% |
| Participation rate | 88.3% | 79.6%+8.7pp | 77.0%+11.4pp | 70.9%+17.5pp |
| Annual return | -4.09% | -1.27%-2.8pp | 2.43%-6.5pp | 244.93%-249.0pp |
| Employer contribution / active EE | $1,845 | $1,941-5.0% | $2,485-25.8% | $2,078-11.2% |
| Participant deferral / active EE | $3,122 | $3,688-15.4% | $3,852-18.9% | $3,356-7.0% |
| Admin fee / account holder | $129 | $116+11.1% | $6,675-98.1% | $115+11.8% |