Filed November 16, 2017
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 5-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 15 · EIN 06-1053228 | Recordkeeping | $12,715 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,664 | $100,227-54.4% | $169,993-73.1% | $74,419-38.6% |
| Participation rate | 92.4% | 87.3%+5.1pp | 87.0%+5.4pp | 70.7%+21.6pp |
| Annual return | 29.95% | 66.08%-36.1pp | 53.37%-23.4pp | 34.38%-4.4pp |
| Employer contribution / active EE | $2,986 | $4,263-30.0% | $6,785-56.0% | $2,637+13.2% |
| Participant deferral / active EE | $4,346 | $7,143-39.1% | $10,408-58.2% | $4,528-4.0% |
| Admin fee / account holder | $35 | $234-84.9% | $12,815-99.7% | $348-89.8% |