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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $52,413 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 95 GLASTONBURY BLVD., SUITE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $22,500 |
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 | $51,116 | $72,607-29.6% | $90,749-43.7% | $66,914-23.6% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -19.12% | -12.28%-6.8pp | -12.16%-7.0pp | 1.58%-20.7pp |
| Employer contribution / active EE | $2,733 | $2,369+15.4% | $2,921-6.4% | $2,544+7.4% |
| Participant deferral / active EE | $5,037 | $3,977+26.6% | $4,564+10.4% | $4,237+18.9% |
| Admin fee / account holder | $246 | $707-65.3% | $8,445-97.1% | $593-58.6% |