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 GROUP10+ years Service code 12 · EIN 06-1053228 | Claims processing; Account maintenanc... | $7,872 |
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 | $127,785 | $77,503+64.9% | $100,391+27.3% | $80,856+58.0% |
| Participation rate | 77.4% | 76.9%+0.4pp | 81.5%-4.1pp | 67.6%+9.7pp |
| Annual return | 15.51% | 37.20%-21.7pp | 49.20%-33.7pp | 35.59%-20.1pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,295 | $6,820-66.4% | $8,082-71.6% | $4,296-46.6% |
| Admin fee / account holder | $99 | $5,897-98.3% | $7,899-98.7% | $6,918-98.6% |