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 | Recordkeeping fees; Sub-transfer agen... | $50,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,222 | $88,890-43.5% | $102,423-51.0% | $77,643-35.3% |
| Participation rate | 82.3% | 80.9%+1.4pp | 76.5%+5.9pp | 70.6%+11.8pp |
| Annual return | 15.20% | 24.98%-9.8pp | 29.32%-14.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,418 | $2,698-47.4% | $3,023-53.1% | $2,726-48.0% |
| Participant deferral / active EE | $3,318 | $5,145-35.5% | $5,053-34.3% | $4,647-28.6% |
| Admin fee / account holder | $89 | $235-62.1% | $9,451-99.1% | $430-79.3% |