See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI INSURANCE CO Service code 13 95 GLASTONBURY BLVD SUITE 102 · GLASTONBURY, CT 06033 | Contract Administrator | $53,989 |
Service code 15 · EIN 13-3646501 | Recordkeeping | $3,821 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,781 | $101,317-25.2% | $146,958-48.4% | $74,495+1.7% |
| Participation rate | 70.7% | 75.5%-4.8pp | 82.2%-11.4pp | 67.2%+3.5pp |
| Annual return | 19.73% | 8730.91%-8711.2pp | 418.34%-398.6pp | 1364.94%-1345.2pp |
| Employer contribution / active EE | $2,510 | $3,810-34.1% | $4,933-49.1% | $2,623-4.3% |
| Participant deferral / active EE | $4,642 | $7,303-36.4% | $8,070-42.5% | $4,346+6.8% |
| Admin fee / account holder | $325 | $1,739-81.3% | $12,998-97.5% | $1,942-83.3% |