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 GROUP5+ years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $26,500 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $253,516 | $83,477+203.7% | $125,175+102.5% | $72,985+247.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 16.89% | 25.78%-8.9pp | 43.79%-26.9pp | 81.00%-64.1pp |
| Employer contribution / active EE | $8,982 | $2,345+283.0% | $3,865+132.4% | $2,440+268.1% |
| Participant deferral / active EE | $11,352 | $3,585+216.6% | $4,937+129.9% | $3,607+214.7% |
| Admin fee / account holder | $191 | $5,517-96.5% | $9,702-98.0% | $5,124-96.3% |