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 3-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 ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $33,148 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,339 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,382 | $101,317-53.2% | $146,958-67.8% | $74,495-36.4% |
| Participation rate | 80.8% | 75.5%+5.3pp | 82.2%-1.3pp | 67.2%+13.6pp |
| Annual return | 20.26% | 8730.91%-8710.7pp | 418.34%-398.1pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $5,571 | $3,810+46.2% | $4,933+12.9% | $2,623+112.4% |
| Participant deferral / active EE | $12,090 | $7,303+65.5% | $8,070+49.8% | $4,346+178.2% |
| Admin fee / account holder | $204 | $1,739-88.3% | $12,998-98.4% | $1,942-89.5% |