Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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 GROUP4+ years Filed as: USI CONSULTING GROUP, INC Service code 49 95 GLASTONBURY BLVD · GLASTOBNURY, CT 06033 | Other Services | $18,293 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $10,522 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,698 | $129,095-74.7% | $184,200-82.2% | $77,671-57.9% |
| Participation rate | 99.6% | 87.3%+12.3pp | 86.8%+12.8pp | 70.6%+29.0pp |
| Annual return | 13.34% | 33.29%-19.9pp | 28.80%-15.5pp | 31.21%-17.9pp |
| Employer contribution / active EE | $3,417 | $4,410-22.5% | $6,424-46.8% | $2,726+25.3% |
| Participant deferral / active EE | $7,095 | $7,300-2.8% | $9,132-22.3% | $4,648+52.7% |
| Admin fee / account holder | $256 | $256+0.1% | $13,907-98.2% | $430-40.5% |