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 GROUP2 years Service code 12 · EIN 06-1053228 | Distribution (12b-1) fees; Finders' f... | $40,034 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,593 | $75,388-30.2% | $123,544-57.4% | $55,725-5.6% |
| Participation rate | 94.1% | 75.7%+18.5pp | 82.3%+11.8pp | 70.9%+23.3pp |
| Annual return | 17.95% | 4.48%+13.5pp | 119.20%-101.2pp | 244.93%-227.0pp |
| Employer contribution / active EE | $7,343 | $3,063+139.7% | $4,628+58.7% | $2,078+253.4% |
| Participant deferral / active EE | $8,473 | $5,651+49.9% | $6,426+31.9% | $3,356+152.5% |
| Admin fee / account holder | $66 | $120-44.5% | $9,284-99.3% | $115-42.3% |