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.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: USI ADVISORS Service code 17 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Pension Consulting | $38,000 |
MINNESOTA LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $14,584 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,734 | $69,823+81.5% | $77,163+64.2% | $74,419+70.3% |
| Participation rate | 86.3% | 70.0%+16.3pp | 69.6%+16.8pp | 70.7%+15.6pp |
| Annual return | 303.27% | 19.98%+283.3pp | 37.87%+265.4pp | 34.38%+268.9pp |
| Employer contribution / active EE | $3,788 | $2,150+76.2% | $2,535+49.4% | $2,637+43.6% |
| Participant deferral / active EE | $6,055 | $3,558+70.2% | $3,833+58.0% | $4,528+33.7% |
| Admin fee / account holder | $158 | $398-60.3% | $5,472-97.1% | $348-54.6% |