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 |
|---|---|---|
USI CONSULTING GROUP8 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397348 | Advisory (Participants) | $37,500 |
USI CONSULTING GROUP9 years Filed as: USI CONSULTING GROUP, INC Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $28,176 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,449 | $50,982-6.9% | $154,803-69.3% | $85,563-44.5% |
| Participation rate | 56.1% | 59.8%-3.7pp | 78.1%-22.0pp | 66.0%-9.9pp |
| Annual return | 13.10% | 30.35%-17.3pp | 58.88%-45.8pp | 31.51%-18.4pp |
| Employer contribution / active EE | $1,497 | $1,708-12.3% | $4,305-65.2% | $2,654-43.6% |
| Participant deferral / active EE | $2,928 | $2,474+18.3% | $5,540-47.2% | $4,375-33.1% |
| Admin fee / account holder | $146 | $846-82.8% | $14,329-99.0% | $834-82.6% |