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 55 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Commissions | $13,836 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,265 |
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 | $37,385 | $61,214-38.9% | $83,333-55.1% | $56,287-33.6% |
| Participation rate | 72.1% | 72.6%-0.5pp | 77.8%-5.7pp | 69.9%+2.2pp |
| Annual return | -6.22% | 0.42%-6.6pp | 10.63%-16.9pp | -9.96%+3.7pp |
| Employer contribution / active EE | $2,496 | $1,925+29.6% | $3,379-26.1% | $2,111+18.2% |
| Participant deferral / active EE | $7,755 | $5,091+52.3% | $5,565+39.3% | $3,350+131.5% |
| Admin fee / account holder | $26 | $512-94.9% | $7,510-99.7% | $521-95.0% |