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 Service code 17 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Pension Consulting | $15,474 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $13,625 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,739 | $60,989-77.5% | $60,874-77.4% | $66,914-79.5% |
| Participation rate | 97.9% | 74.5%+23.4pp | 73.1%+24.8pp | 69.8%+28.1pp |
| Annual return | -18.67% | -9.60%-9.1pp | 16.90%-35.6pp | 1.58%-20.3pp |
| Employer contribution / active EE | $1,014 | $2,661-61.9% | $2,701-62.5% | $2,544-60.2% |
| Participant deferral / active EE | $2,884 | $3,615-20.2% | $3,817-24.4% | $4,237-31.9% |
| Admin fee / account holder | $100 | $338-70.5% | $3,224-96.9% | $593-83.1% |