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 GROUP9+ years Service code 51 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Investment Mgmt Fees | $48,092 |
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 | $14,888-100.0% | $270,286-100.0% | $14,888-100.0% |
| Participation rate | 0.0% | 9.0%-9.0pp | 93.3%-93.3pp | 9.0%-9.0pp |
| Annual return | 2.56% | 17.97%-15.4pp | 2.13%+0.4pp | 17.97%-15.4pp |
| Employer contribution / active EE | $0 | $1,914-100.0% | $10,655-100.0% | $1,914-100.0% |
| Participant deferral / active EE | $7,906 | $2,830+179.4% | $3,981+98.6% | $2,830+179.4% |
| Admin fee / account holder | $0 | $1,819-100.0% | $13,990-100.0% | $1,819-100.0% |