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 | Recordkeeping fees; Trustee (directed... | $15,734 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,362 | $50,982-9.1% | $154,803-70.1% | $85,563-45.8% |
| Participation rate | 52.8% | 59.8%-7.0pp | 78.1%-25.3pp | 66.0%-13.2pp |
| Annual return | 10.57% | 30.35%-19.8pp | 58.88%-48.3pp | 31.51%-20.9pp |
| Employer contribution / active EE | $791 | $1,708-53.7% | $4,305-81.6% | $2,654-70.2% |
| Participant deferral / active EE | $3,504 | $2,474+41.6% | $5,540-36.8% | $4,375-19.9% |
| Admin fee / account holder | $67 | $846-92.1% | $14,329-99.5% | $834-92.0% |