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) | $40,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $34,224 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,955 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,528 | $98,727+2.8% | $113,168-10.3% | $85,563+18.7% |
| Participation rate | 96.3% | 80.8%+15.5pp | 76.6%+19.8pp | 66.0%+30.4pp |
| Annual return | 16.55% | 17.43%-0.9pp | 24.27%-7.7pp | 31.51%-15.0pp |
| Employer contribution / active EE | $4,061 | $2,907+39.7% | $2,975+36.5% | $2,654+53.0% |
| Participant deferral / active EE | $4,767 | $5,424-12.1% | $5,107-6.6% | $4,375+9.0% |
| Admin fee / account holder | $242 | $357-32.0% | $12,068-98.0% | $834-70.9% |