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 | Trustee (directed); Recordkeeping fee... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,689 | $60,795+49.2% | $69,455+30.6% | $65,185+39.1% |
| Participation rate | 68.2% | 74.9%-6.6pp | 74.6%-6.4pp | 70.2%-2.0pp |
| Annual return | 77.59% | 17.46%+60.1pp | 28.97%+48.6pp | 29.38%+48.2pp |
| Employer contribution / active EE | $2,519 | $2,452+2.7% | $2,779-9.4% | $2,177+15.7% |
| Participant deferral / active EE | $2,059 | $3,162-34.9% | $3,535-41.8% | $3,514-41.4% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |