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 26 · EIN 71-0294708 | Advisory (Participants) | $38,645 |
USI CONSULTING GROUP3 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.
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 | $92,475 | $76,050+21.6% | $96,544-4.2% | $71,457+29.4% |
| Participation rate | 50.5% | 74.4%-23.9pp | 76.0%-25.5pp | 67.9%-17.5pp |
| Annual return | 13.92% | 22.81%-8.9pp | 25.84%-11.9pp | 28.85%-14.9pp |
| Employer contribution / active EE | $1,341 | $2,244-40.2% | $2,965-54.8% | $2,588-48.2% |
| Participant deferral / active EE | $2,506 | $4,215-40.6% | $4,851-48.3% | $4,289-41.6% |
| Admin fee / account holder | $270 | $2,707-90.0% | $8,252-96.7% | $1,587-83.0% |