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 8-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 Service code 12 · EIN 06-1053228 | Account maintenance fees; Distributio... | $7,748 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,942 | $40,174-30.4% | $84,015-66.7% | $67,579-58.7% |
| Participation rate | 35.4% | 62.7%-27.3pp | 69.0%-33.6pp | 71.3%-35.9pp |
| Annual return | 23.76% | 25.82%-2.1pp | 71.31%-47.5pp | 378.56%-354.8pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,695 | $2,301-26.3% | $3,239-47.7% | $3,539-52.1% |
| Admin fee / account holder | $35 | $128-72.7% | $6,101-99.4% | $142-75.4% |