Filed July 8, 2024
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 12 · EIN 06-1053228 | Finders' fees / placement fees; Trust... | $12,736 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,953 | $51,197-61.0% | $82,719-75.9% | $66,914-70.2% |
| Participation rate | 75.0% | 67.8%+7.2pp | 72.6%+2.4pp | 69.8%+5.2pp |
| Annual return | -15.62% | -9.64%-6.0pp | 701.18%-716.8pp | 1.58%-17.2pp |
| Employer contribution / active EE | $886 | $2,611-66.1% | $3,009-70.6% | $2,544-65.2% |
| Participant deferral / active EE | $2,213 | $3,458-36.0% | $4,395-49.7% | $4,237-47.8% |
| Admin fee / account holder | $101 | $416-75.7% | $5,329-98.1% | $593-83.0% |