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 GROUP4 years Service code 12 · EIN 06-1053228 | Redemption fees; Trustee (directed); ... | $28,593 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,290 | $42,894+73.2% | $60,874+22.0% | $68,494+8.5% |
| Participation rate | 84.5% | 66.8%+17.7pp | 73.1%+11.4pp | 67.9%+16.6pp |
| Annual return | -16.74% | -13.98%-2.8pp | 16.90%-33.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,354 | $2,867-17.9% | $3,817-38.3% | $4,027-41.5% |
| Admin fee / account holder | $349 | $3,101-88.8% | $3,224-89.2% | $5,403-93.5% |