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, INC. Service code 99 · EIN 06-1397347 | Other Fees | $28,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,047 | $79,519+15.8% | $95,952-4.1% | $73,409+25.4% |
| Participation rate | 43.9% | 81.2%-37.3pp | 77.1%-33.2pp | 72.2%-28.3pp |
| Annual return | 11.39% | 19.20%-7.8pp | 91.61%-80.2pp | 59.29%-47.9pp |
| Employer contribution / active EE | $1,232 | $2,048-39.8% | $2,541-51.5% | $2,234-44.8% |
| Participant deferral / active EE | $2,375 | $4,138-42.6% | $4,167-43.0% | $3,805-37.6% |
| Admin fee / account holder | $4 | $184-97.6% | $6,795-99.9% | $158-97.2% |