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 GROUP2+ years Service code 12 · EIN 06-1053228 | Redemption fees; Recordkeeping fees; ... | $18,095 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,288 | $86,332+59.0% | $125,175+9.7% | $65,185+110.6% |
| Participation rate | 99.2% | 75.3%+23.9pp | 79.8%+19.4pp | 70.2%+29.0pp |
| Annual return | 19.56% | 27.43%-7.9pp | 43.79%-24.2pp | 29.38%-9.8pp |
| Employer contribution / active EE | $1,941 | $2,040-4.8% | $3,865-49.8% | $2,177-10.8% |
| Participant deferral / active EE | $6,545 | $3,537+85.0% | $4,937+32.6% | $3,514+86.3% |
| Admin fee / account holder | $115 | $609-81.2% | $9,702-98.8% | $847-86.5% |