Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5 years Service code 12 · EIN 06-1053228 | Recordkeeping fees; Valuation (apprai... | $14,318 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,316 | $55,423-86.8% | $155,602-95.3% | $74,400-90.2% |
| Participation rate | 98.4% | 61.9%+36.5pp | 78.2%+20.2pp | 67.2%+31.1pp |
| Annual return | 10.89% | 269.07%-258.2pp | 64.81%-53.9pp | 1367.51%-1356.6pp |
| Employer contribution / active EE | $1,014 | $2,266-55.3% | $4,675-78.3% | $2,624-61.4% |
| Participant deferral / active EE | $1,241 | $2,835-56.2% | $5,629-78.0% | $4,348-71.5% |
| Admin fee / account holder | $59 | $1,744-96.6% | $15,923-99.6% | $1,944-97.0% |