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 | $41,695 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $18,000 |
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 | $82,178 | $91,407-10.1% | $135,903-39.5% | $71,457+15.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 13.98% | 29.90%-15.9pp | 68.23%-54.3pp | 28.85%-14.9pp |
| Employer contribution / active EE | $4,071 | $3,703+9.9% | $4,856-16.2% | $2,588+57.3% |
| Participant deferral / active EE | $5,815 | $7,092-18.0% | $7,758-25.0% | $4,289+35.6% |
| Admin fee / account holder | $256 | $1,266-79.8% | $10,762-97.6% | $1,587-83.9% |