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 GROUP7+ years Service code 12 · EIN 06-1053228 | Trustee (directed); Distribution (12b... | $13,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,743 | $44,626-35.6% | $86,188-66.7% | $80,160-64.1% |
| Participation rate | 74.1% | 63.5%+10.5pp | 69.0%+5.1pp | 72.9%+1.1pp |
| Annual return | 119.48% | 19.61%+99.9pp | 1168.45%-1049.0pp | 40.38%+79.1pp |
| Employer contribution / active EE | $784 | $1,099-28.6% | $2,380-67.0% | $2,978-73.7% |
| Participant deferral / active EE | $2,636 | $2,769-4.8% | $3,985-33.9% | $5,017-47.5% |
| Admin fee / account holder | $19 | $133-85.7% | $6,852-99.7% | $145-86.9% |