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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,220 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $18,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,051 | $84,487-12.4% | $125,339-40.9% | $66,914+10.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -16.28% | -8.39%-7.9pp | 572.05%-588.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $4,353 | $3,553+22.5% | $4,814-9.6% | $2,544+71.1% |
| Participant deferral / active EE | $5,679 | $6,781-16.3% | $7,446-23.7% | $4,237+34.0% |
| Admin fee / account holder | $228 | $685-66.7% | $10,010-97.7% | $593-61.6% |