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 9-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 GROUP3 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $25,286 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,736 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,323 | $86,944-58.2% | $107,525-66.2% | $74,304-51.1% |
| Participation rate | 91.0% | 59.6%+31.4pp | 75.1%+15.9pp | 60.3%+30.6pp |
| Annual return | 22.19% | 23.52%-1.3pp | 181.32%-159.1pp | 29.43%-7.2pp |
| Employer contribution / active EE | $2,493 | $2,757-9.6% | $3,754-33.6% | $2,241+11.2% |
| Participant deferral / active EE | $4,842 | $3,554+36.2% | $5,116-5.4% | $3,767+28.5% |
| Admin fee / account holder | $172 | $3,727-95.4% | $8,919-98.1% | $2,969-94.2% |