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 GROUP4 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $31,679 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,059 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,583 | $79,171-19.7% | $102,423-37.9% | $74,495-14.6% |
| Participation rate | 95.9% | 74.8%+21.1pp | 76.5%+19.4pp | 67.2%+28.7pp |
| Annual return | 12.64% | 54.93%-42.3pp | 29.32%-16.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,682 | $2,362-28.8% | $3,023-44.4% | $2,623-35.9% |
| Participant deferral / active EE | $6,100 | $4,415+38.2% | $5,053+20.7% | $4,346+40.4% |
| Admin fee / account holder | $186 | $2,001-90.7% | $9,451-98.0% | $1,942-90.4% |