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 GROUP8+ years Service code 51 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Investment Mgmt Fees | $81,385 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $63,274-100.0% | $1,414,140-100.0% | $63,274-100.0% |
| Participation rate | 0.0% | 33.5%-33.5pp | 100.0%-100.0pp | 33.5%-33.5pp |
| Annual return | 2.41% | -10.34%+12.8pp | -8.54%+10.9pp | -10.34%+12.8pp |
| Employer contribution / active EE | $0 | $2,731-100.0% | $10,307-100.0% | $2,731-100.0% |
| Participant deferral / active EE | $5,682 | $3,668+54.9% | $3,290+72.7% | $3,668+54.9% |
| Admin fee / account holder | $0 | $240-100.0% | $22,988-100.0% | $240-100.0% |