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 5-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 Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $25,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,201 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,092 | $101,317-20.0% | $146,958-44.8% | $74,495+8.9% |
| Participation rate | 97.3% | 75.5%+21.8pp | 82.2%+15.2pp | 67.2%+30.1pp |
| Annual return | 49.51% | 8730.91%-8681.4pp | 418.34%-368.8pp | 1364.94%-1315.4pp |
| Employer contribution / active EE | $4,021 | $3,810+5.5% | $4,933-18.5% | $2,623+53.3% |
| Participant deferral / active EE | $10,066 | $7,303+37.8% | $8,070+24.7% | $4,346+131.6% |
| Admin fee / account holder | $96 | $1,739-94.5% | $12,998-99.3% | $1,942-95.1% |