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 GROUP5+ years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,941 |
Employer contribution per participant 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 | $64,979 | $102,317-36.5% | $146,958-55.8% | $80,856-19.6% |
| Participation rate | 78.9% | 75.8%+3.0pp | 82.2%-3.3pp | 67.6%+11.2pp |
| Annual return | 16.57% | 134.76%-118.2pp | 418.34%-401.8pp | 35.59%-19.0pp |
| Employer contribution / active EE | $519 | $3,713-86.0% | $4,933-89.5% | $2,755-81.2% |
| Participant deferral / active EE | $4,833 | $6,644-27.3% | $8,070-40.1% | $4,296+12.5% |
| Admin fee / account holder | $292 | $7,941-96.3% | $12,998-97.8% | $6,918-95.8% |