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 10-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 GROUP7+ years Service code 51 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Investment Mgmt Fees | $113,343 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,127-100.0% | $376,736-100.0% | $47,127-100.0% |
| Participation rate | 0.0% | 62.2%-62.2pp | 85.7%-85.7pp | 62.2%-62.2pp |
| Annual return | 2.26% | 8.65%-6.4pp | -12.07%+14.3pp | 8.65%-6.4pp |
| Employer contribution / active EE | $0 | $3,549-100.0% | $16,156-100.0% | $3,549-100.0% |
| Participant deferral / active EE | $11,596 | $7,887+47.0% | $6,266+85.1% | $7,887+47.0% |
| Admin fee / account holder | $0 | $211-100.0% | $13,958-100.0% | $211-100.0% |