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 GROUP4 years Service code 15 · EIN 06-1053228 | Recordkeeping | $11,091 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,465 | $129,021-50.8% | $184,203-65.5% | $77,643-18.3% |
| Participation rate | 93.3% | 87.3%+6.0pp | 86.8%+6.5pp | 70.6%+22.7pp |
| Annual return | 22.03% | 33.27%-11.2pp | 28.81%-6.8pp | 31.24%-9.2pp |
| Employer contribution / active EE | $3,562 | $4,413-19.3% | $6,427-44.6% | $2,726+30.7% |
| Participant deferral / active EE | $5,475 | $7,297-25.0% | $9,131-40.0% | $4,647+17.8% |
| Admin fee / account holder | $33 | $254-86.8% | $13,901-99.8% | $430-92.2% |