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 GROUP1 year Filed as: USI SECURITIES, INC. Service code 13 · EIN 06-1493970 | Contract Administrator | $15,465 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 13 · EIN 06-1053228 | Contract Administrator | $4,273 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $145 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,093 | $60,795-75.2% | $69,455-78.3% | $65,185-76.8% |
| Participation rate | 96.3% | 74.9%+21.4pp | 74.6%+21.7pp | 70.2%+26.1pp |
| Annual return | 7.11% | 17.46%-10.3pp | 28.97%-21.9pp | 29.38%-22.3pp |
| Employer contribution / active EE | $866 | $2,452-64.7% | $2,779-68.9% | $2,177-60.2% |
| Participant deferral / active EE | $1,798 | $3,162-43.1% | $3,535-49.1% | $3,514-48.8% |
| Admin fee / account holder | $6 | $314-98.1% | $3,839-99.8% | $847-99.3% |