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 GROUP1 year Filed as: USI ADVISORS Service code 99 · EIN 06-1397347 | Other Fees | $14,291 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,853 | $64,909+9.2% | $82,313-13.9% | $62,292+13.7% |
| Participation rate | 83.1% | 74.9%+8.3pp | 76.9%+6.2pp | 69.5%+13.6pp |
| Annual return | 13.15% | 21.18%-8.0pp | 25.88%-12.7pp | 28.90%-15.7pp |
| Employer contribution / active EE | $2,057 | $1,676+22.7% | $2,428-15.3% | $2,042+0.7% |
| Participant deferral / active EE | $3,508 | $3,103+13.0% | $3,706-5.3% | $3,169+10.7% |
| Admin fee / account holder | $12 | $440-97.3% | $5,608-99.8% | $479-97.5% |