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 CONSULTING GROUP, INC. Service code 28 · EIN 06-1053228 | Investment Management | $46,143 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,751 | $84,487-62.4% | $125,339-74.7% | $66,914-52.5% |
| Participation rate | 95.9% | 76.4%+19.5pp | 82.4%+13.5pp | 69.8%+26.1pp |
| Annual return | -9.38% | -8.39%-1.0pp | 572.05%-581.4pp | 1.58%-11.0pp |
| Employer contribution / active EE | $3,070 | $3,553-13.6% | $4,814-36.2% | $2,544+20.7% |
| Participant deferral / active EE | $10,346 | $6,781+52.6% | $7,446+38.9% | $4,237+144.2% |
| Admin fee / account holder | $216 | $685-68.5% | $10,010-97.8% | $593-63.7% |