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 GROUP2 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $33,837 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,838 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,811 | $65,435-33.0% | $86,677-49.5% | $66,914-34.5% |
| Participation rate | 97.5% | 75.5%+22.0pp | 76.6%+20.9pp | 69.8%+27.7pp |
| Annual return | -19.24% | -10.89%-8.4pp | 35.91%-55.2pp | 1.58%-20.8pp |
| Employer contribution / active EE | $1,564 | $2,153-27.4% | $2,836-44.9% | $2,544-38.5% |
| Participant deferral / active EE | $5,615 | $4,100+36.9% | $4,656+20.6% | $4,237+32.5% |
| Admin fee / account holder | $181 | $642-71.8% | $7,493-97.6% | $593-69.5% |