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 7-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 Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Redempt... | $3,996 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,432 | $72,607-37.4% | $90,749-49.9% | $66,914-32.1% |
| Participation rate | 75.0% | 73.7%+1.3pp | 75.7%-0.7pp | 69.8%+5.2pp |
| Annual return | -19.05% | -12.28%-6.8pp | -12.16%-6.9pp | 1.58%-20.6pp |
| Employer contribution / active EE | $2,119 | $2,369-10.6% | $2,921-27.5% | $2,544-16.7% |
| Participant deferral / active EE | $5,117 | $3,977+28.6% | $4,564+12.1% | $4,237+20.8% |
| Admin fee / account holder | $39 | $707-94.5% | $8,445-99.5% | $593-93.5% |