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 5-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 GROUP3+ years Filed as: USI CONSULTING GROUP INC Service code 13 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Contract Administrator | $2,390 |
Service code 15 · EIN 84-0467907 8515 EAST ORANGE ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $895 |
USI CONSULTING GROUP3+ years Filed as: USI SECURITIES INC Service code 53 · EIN 06-1493970 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Insurance Commissions | $887 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $20,351 | $82,202-75.2% | $125,339-83.8% | $64,808-68.6% |
| Participation rate | 37.1% | 77.9%-40.8pp | 82.4%-45.3pp | 71.5%-34.4pp |
| Annual return | -14.16% | 3.48%-17.6pp | 572.05%-586.2pp | 32.82%-47.0pp |
| Employer contribution / active EE | $1,347 | $3,615-62.7% | $4,814-72.0% | $2,506-46.2% |
| Participant deferral / active EE | $2,439 | $7,175-66.0% | $7,446-67.2% | $4,310-43.4% |
| Admin fee / account holder | $81 | $163-50.1% | $10,010-99.2% | $188-56.6% |