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 Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $35,309 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,814 |
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 | $54,555 | $84,936-35.8% | $111,297-51.0% | $79,386-31.3% |
| Participation rate | 98.2% | 75.9%+22.4pp | 77.3%+20.9pp | 70.7%+27.5pp |
| Annual return | 13.42% | 17.45%-4.0pp | 54.65%-41.2pp | 116.85%-103.4pp |
| Employer contribution / active EE | $1,590 | $1,979-19.7% | $2,731-41.8% | $2,427-34.5% |
| Participant deferral / active EE | $5,157 | $3,888+32.6% | $4,487+14.9% | $4,046+27.5% |
| Admin fee / account holder | $179 | $537-66.6% | $7,964-97.7% | $626-71.4% |