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 GROUP4 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $23,972 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,345 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,994 | $44,642+59.0% | $91,220-22.2% | $66,914+6.1% |
| Participation rate | 76.7% | 64.9%+11.9pp | 73.2%+3.5pp | 69.8%+6.9pp |
| Annual return | -17.28% | -12.29%-5.0pp | 114.01%-131.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $3,876 | $1,706+127.1% | $2,850+36.0% | $2,544+52.3% |
| Participant deferral / active EE | $1,849 | $3,349-44.8% | $4,234-56.3% | $4,237-56.4% |
| Admin fee / account holder | $307 | $521-41.1% | $5,420-94.3% | $593-48.2% |