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 GROUP6 years Service code 12 · EIN 06-1053228 | Account maintenance fees; Recordkeepi... | $7,727 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,424 | $80,731-67.3% | $103,374-74.4% | $74,546-64.6% |
| Participation rate | 96.6% | 65.7%+30.9pp | 74.5%+22.0pp | 67.2%+29.3pp |
| Annual return | 13.24% | 27.56%-14.3pp | 24.89%-11.6pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $2,724 | $3,158-13.7% | $3,869-29.6% | $2,624+3.8% |
| Participant deferral / active EE | $1,653 | $3,860-57.2% | $5,058-67.3% | $4,347-62.0% |
| Admin fee / account holder | $35 | $2,369-98.5% | $8,394-99.6% | $1,944-98.2% |