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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 GROUP8 years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Recor... | $12,904 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,250 | $50,815-5.0% | $155,509-69.0% | $77,643-37.9% |
| Participation rate | 51.8% | 63.1%-11.3pp | 78.2%-26.4pp | 70.6%-18.7pp |
| Annual return | 12.90% | 34.80%-21.9pp | 64.67%-51.8pp | 31.24%-18.3pp |
| Employer contribution / active EE | $738 | $1,993-63.0% | $4,672-84.2% | $2,726-72.9% |
| Participant deferral / active EE | $3,054 | $2,822+8.2% | $5,626-45.7% | $4,647-34.3% |
| Admin fee / account holder | $60 | $437-86.2% | $15,912-99.6% | $430-86.0% |