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 | Distribution (12b-1) fees; Sub-transf... | $35,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,275 | $50,815-54.2% | $155,509-85.0% | $77,643-70.0% |
| Participation rate | 67.3% | 63.1%+4.2pp | 78.2%-10.8pp | 70.6%-3.2pp |
| Annual return | 14.04% | 34.80%-20.8pp | 64.67%-50.6pp | 31.24%-17.2pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,491 | $2,822-47.1% | $5,626-73.5% | $4,647-67.9% |
| Admin fee / account holder | $56 | $437-87.2% | $15,912-99.6% | $430-87.0% |