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) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,531 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,195 | $84,936+131.0% | $111,297+76.3% | $79,386+147.1% |
| Participation rate | 80.0% | 75.9%+4.1pp | 77.3%+2.7pp | 70.7%+9.3pp |
| Annual return | 16.87% | 17.45%-0.6pp | 54.65%-37.8pp | 116.85%-100.0pp |
| Employer contribution / active EE | $938 | $1,979-52.6% | $2,731-65.7% | $2,427-61.4% |
| Participant deferral / active EE | $5,275 | $3,888+35.7% | $4,487+17.5% | $4,046+30.4% |
| Admin fee / account holder | $142 | $537-73.6% | $7,964-98.2% | $626-77.4% |