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 9-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 GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $37,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,683 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,564 | $91,407-40.3% | $135,903-59.9% | $71,457-23.6% |
| Participation rate | 96.6% | 75.7%+21.0pp | 81.9%+14.7pp | 67.9%+28.7pp |
| Annual return | 14.14% | 29.90%-15.8pp | 68.23%-54.1pp | 28.85%-14.7pp |
| Employer contribution / active EE | $2,270 | $3,703-38.7% | $4,856-53.3% | $2,588-12.3% |
| Participant deferral / active EE | $4,921 | $7,092-30.6% | $7,758-36.6% | $4,289+14.7% |
| Admin fee / account holder | $258 | $1,266-79.6% | $10,762-97.6% | $1,587-83.8% |