Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP10+ years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $8,558 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,438 | $69,708-0.4% | $67,560+2.8% | $74,478-6.8% |
| Participation rate | 71.4% | 71.4%0pp | 72.9%-1.5pp | 67.2%+4.2pp |
| Annual return | 12.17% | -40.67%+52.8pp | 3533.50%-3521.3pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $1,546 | $2,715-43.1% | $2,737-43.5% | $2,626-41.1% |
| Participant deferral / active EE | $3,058 | $3,637-15.9% | $4,004-23.6% | $4,350-29.7% |
| Admin fee / account holder | $22 | $887-97.6% | $3,994-99.5% | $1,946-98.9% |