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 Service code 17 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Pension Consulting | $20,145 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $13,763 |
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 | $18,285 | $83,884-78.2% | $64,056-71.5% | $74,419-75.4% |
| Participation rate | 72.1% | 76.6%-4.6pp | 72.3%-0.3pp | 70.7%+1.3pp |
| Annual return | 25.55% | 16.57%+9.0pp | 33.69%-8.1pp | 34.38%-8.8pp |
| Employer contribution / active EE | $1,435 | $3,084-53.4% | $2,747-47.7% | $2,637-45.6% |
| Participant deferral / active EE | $2,347 | $3,692-36.4% | $3,880-39.5% | $4,528-48.2% |
| Admin fee / account holder | $99 | $196-49.4% | $3,068-96.8% | $348-71.5% |