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 Service code 99 · EIN 06-1397347 | Other Fees | $18,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,150 | $59,186+27.0% | $76,768-2.1% | $56,287+33.5% |
| Participation rate | 53.3% | 75.2%-21.9pp | 77.0%-23.6pp | 69.9%-16.5pp |
| Annual return | -3.72% | 6.62%-10.3pp | 2.43%-6.2pp | -9.96%+6.2pp |
| Employer contribution / active EE | $1,488 | $1,759-15.4% | $2,485-40.1% | $2,111-29.5% |
| Participant deferral / active EE | $2,698 | $3,255-17.1% | $3,852-30.0% | $3,350-19.5% |
| Admin fee / account holder | $5 | $489-99.0% | $6,675-99.9% | $521-99.1% |