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+ years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $33,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,234 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,217 | $112,686+4.0% | $169,993-31.0% | $80,160+46.2% |
| Participation rate | 81.1% | 87.4%-6.3pp | 87.0%-5.9pp | 72.9%+8.2pp |
| Annual return | 21.25% | 67.04%-45.8pp | 53.37%-32.1pp | 40.38%-19.1pp |
| Employer contribution / active EE | $5,228 | $4,481+16.7% | $6,785-22.9% | $2,978+75.6% |
| Participant deferral / active EE | $10,972 | $7,876+39.3% | $10,408+5.4% | $5,017+118.7% |
| Admin fee / account holder | $31 | $99-69.2% | $12,815-99.8% | $145-78.9% |