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 GROUP3 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $31,852 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$103 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,465 | $76,050-28.4% | $96,544-43.6% | $71,457-23.8% |
| Participation rate | 98.6% | 74.4%+24.2pp | 76.0%+22.6pp | 67.9%+30.7pp |
| Annual return | 17.90% | 22.81%-4.9pp | 25.84%-7.9pp | 28.85%-11.0pp |
| Employer contribution / active EE | $1,741 | $2,244-22.4% | $2,965-41.3% | $2,588-32.7% |
| Participant deferral / active EE | $6,026 | $4,215+43.0% | $4,851+24.2% | $4,289+40.5% |
| Admin fee / account holder | $163 | $2,707-94.0% | $8,252-98.0% | $1,587-89.7% |