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 GROUP4+ years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,024 |
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 | $55,963 | $93,571-40.2% | $135,903-58.8% | $75,163-25.5% |
| Participation rate | 94.6% | 75.2%+19.5pp | 81.9%+12.7pp | 67.2%+27.5pp |
| Annual return | 24.91% | 30.90%-6.0pp | 68.23%-43.3pp | 160.62%-135.7pp |
| Employer contribution / active EE | $1,171 | $3,537-66.9% | $4,856-75.9% | $2,670-56.1% |
| Participant deferral / active EE | $8,282 | $6,404+29.3% | $7,758+6.8% | $4,125+100.8% |
| Admin fee / account holder | $312 | $6,975-95.5% | $10,762-97.1% | $5,651-94.5% |