See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP9+ years Service code 12 · EIN 06-1053228 | Redemption fees; Trustee (directed); ... | $14,572 |
Participant contribution per participant 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 | $121,992 | $68,346+78.5% | $94,646+28.9% | $75,163+62.3% |
| Participation rate | 76.4% | 76.1%+0.3pp | 80.8%-4.4pp | 67.2%+9.2pp |
| Annual return | 15.89% | 616.93%-601.0pp | 156.71%-140.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,013 | $6,537-69.2% | $7,418-72.9% | $4,125-51.2% |
| Admin fee / account holder | $118 | $5,326-97.8% | $7,231-98.4% | $5,651-97.9% |