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 GROUP8+ years Service code 12 · EIN 06-1053228 | Claims processing; Finders' fees / pl... | $26,324 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,546 | $48,698-27.0% | $93,606-62.0% | $199,593-82.2% |
| Participation rate | 70.6% | 63.5%+7.1pp | 68.7%+1.9pp | 72.0%-1.3pp |
| Annual return | 15.87% | 15.34%+0.5pp | 133.20%-117.3pp | 34.25%-18.4pp |
| Employer contribution / active EE | $871 | $1,135-23.3% | $2,420-64.0% | $3,034-71.3% |
| Participant deferral / active EE | $3,928 | $2,817+39.5% | $4,411-10.9% | $5,087-22.8% |
| Admin fee / account holder | $36 | $195-81.6% | $8,285-99.6% | $269-86.6% |