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 GROUP2 years Service code 12 · EIN 06-1053228 | Participant loan processing; Recordke... | $5,045 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,908 | $71,516-12.0% | $98,439-36.1% | $71,457-12.0% |
| Participation rate | 78.8% | 72.7%+6.1pp | 75.2%+3.7pp | 67.9%+10.9pp |
| Annual return | 12.50% | 32.41%-19.9pp | 21.16%-8.7pp | 28.85%-16.3pp |
| Employer contribution / active EE | $2,240 | $2,399-6.6% | $3,048-26.5% | $2,588-13.4% |
| Participant deferral / active EE | $5,581 | $4,109+35.8% | $4,738+17.8% | $4,289+30.1% |
| Admin fee / account holder | $55 | $1,675-96.7% | $8,948-99.4% | $1,587-96.5% |