Filed February 9, 2026
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Service code 12 · EIN 06-1053228 | Account maintenance fees; Recordkeepi... | $103,142 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,395 | $89,436-33.6% | $164,813-64.0% | $77,643-23.5% |
| Participation rate | 96.4% | 78.6%+17.8pp | 78.6%+17.8pp | 70.6%+25.8pp |
| Annual return | 12.83% | 28.83%-16.0pp | 69.93%-57.1pp | 31.24%-18.4pp |
| Employer contribution / active EE | $3,465 | $2,569+34.9% | $4,341-20.2% | $2,726+27.1% |
| Participant deferral / active EE | $5,928 | $4,897+21.1% | $6,031-1.7% | $4,647+27.6% |
| Admin fee / account holder | $229 | $339-32.6% | $12,690-98.2% | $430-46.9% |