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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $45,406 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS,INC. Service code 99 · EIN 06-1397347 | Other Fees | $24,720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,194 | $72,254+8.2% | $86,677-9.8% | $64,808+20.7% |
| Participation rate | 40.4% | 80.4%-40.0pp | 76.6%-36.2pp | 71.5%-31.0pp |
| Annual return | -22.29% | 392.42%-414.7pp | 35.91%-58.2pp | 32.82%-55.1pp |
| Employer contribution / active EE | $1,088 | $2,393-54.5% | $2,836-61.6% | $2,506-56.6% |
| Participant deferral / active EE | $2,045 | $4,658-56.1% | $4,656-56.1% | $4,310-52.6% |
| Admin fee / account holder | $309 | $174+77.6% | $7,493-95.9% | $188+64.5% |