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 | Consulting (pension); Participant loa... | $40,154 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $360,857 | $91,538+294.2% | $129,995+177.6% | $75,163+380.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.07% | -631.11%+645.2pp | -137.18%+151.2pp | 160.62%-146.6pp |
| Employer contribution / active EE | $9,370 | $2,845+229.3% | $4,320+116.9% | $2,670+251.0% |
| Participant deferral / active EE | $14,246 | $4,341+228.2% | $5,820+144.8% | $4,125+245.4% |
| Admin fee / account holder | $343 | $6,790-94.9% | $10,614-96.8% | $5,651-93.9% |