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 GROUP8+ years Service code 12 · EIN 06-1053228 | Claims processing; Participant loan p... | $10,946 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,020 | $58,264-55.3% | $86,612-70.0% | $71,457-63.6% |
| Participation rate | 71.2% | 65.0%+6.2pp | 71.7%-0.5pp | 67.9%+3.3pp |
| Annual return | 18.53% | 21.63%-3.1pp | 591.07%-572.5pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,061 | $2,574-58.8% | $3,022-64.9% | $2,588-59.0% |
| Participant deferral / active EE | $2,329 | $3,436-32.2% | $4,438-47.5% | $4,289-45.7% |
| Admin fee / account holder | $146 | $1,057-86.2% | $5,614-97.4% | $1,587-90.8% |