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 GROUP10+ years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Consu... | $51,359 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $387,465 | $101,724+280.9% | $164,813+135.1% | $80,856+379.2% |
| Participation rate | 98.6% | 71.8%+26.8pp | 78.6%+20.0pp | 67.6%+31.0pp |
| Annual return | 14.09% | 16.72%-2.6pp | 69.93%-55.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $9,474 | $2,953+220.8% | $4,341+118.3% | $2,755+243.9% |
| Participant deferral / active EE | $14,080 | $4,477+214.5% | $6,031+133.4% | $4,296+227.8% |
| Admin fee / account holder | $428 | $8,227-94.8% | $12,690-96.6% | $6,918-93.8% |