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 GROUP2 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,885 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,388 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,259 | $101,317-34.6% | $146,958-54.9% | $74,495-11.1% |
| Participation rate | 90.4% | 75.5%+14.8pp | 82.2%+8.2pp | 67.2%+23.2pp |
| Annual return | 12.62% | 8730.91%-8718.3pp | 418.34%-405.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,490 | $3,810-34.7% | $4,933-49.5% | $2,623-5.1% |
| Participant deferral / active EE | $5,658 | $7,303-22.5% | $8,070-29.9% | $4,346+30.2% |
| Admin fee / account holder | $265 | $1,739-84.8% | $12,998-98.0% | $1,942-86.4% |