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 GROUP2 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $21,591 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,502 | $55,214+83.8% | $104,607-3.0% | $73,488+38.1% |
| Participation rate | 64.6% | 67.8%-3.2pp | 74.1%-9.5pp | 70.7%-6.1pp |
| Annual return | 17.37% | 24.79%-7.4pp | 340.46%-323.1pp | 28.51%-11.1pp |
| Employer contribution / active EE | $3,462 | $1,468+135.8% | $2,681+29.1% | $2,270+52.5% |
| Participant deferral / active EE | $1,336 | $2,925-54.3% | $3,740-64.3% | $3,740-64.3% |
| Admin fee / account holder | $325 | $424-23.3% | $6,473-95.0% | $513-36.6% |