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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.
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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 GROUP3+ years Filed as: USI SECURITIES INC Service code 55 · EIN 06-1397347 | Other Commissions | $43,506 |
Service code 37 · EIN 04-2647786 | Loan Processing | $725 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $107,259 | $59,535+80.2% | $90,160+19.0% | $62,292+72.2% |
| Participation rate | 90.0% | 73.0%+17.0pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 26.21% | 23.53%+2.7pp | 34.88%-8.7pp | 28.90%-2.7pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,028 | $4,639+51.5% | $5,288+32.9% | $3,169+121.8% |
| Admin fee / account holder | $4 | $337-98.9% | $5,943-99.9% | $479-99.2% |