See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Filed as: USI SECURITIES Service code 27 · EIN 06-1493970 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $19,814 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,050 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,614 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,472 | $113,016-50.9% | $103,476-46.4% | $74,495-25.5% |
| Participation rate | 88.2% | 80.8%+7.5pp | 80.5%+7.7pp | 67.2%+21.0pp |
| Annual return | 21.62% | 23.24%-1.6pp | 23.90%-2.3pp | 1364.94%-1343.3pp |
| Employer contribution / active EE | $6,212 | $4,881+27.3% | $4,672+33.0% | $2,623+136.8% |
| Participant deferral / active EE | $10,407 | $7,279+43.0% | $6,623+57.1% | $4,346+139.5% |
| Admin fee / account holder | $251 | $1,709-85.3% | $9,413-97.3% | $1,942-87.1% |