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 GROUP2 years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $81,455 |
USI CONSULTING GROUP2 years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $58,705 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,948 | $42,901+11.8% | $91,220-47.4% | $64,808-26.0% |
| Participation rate | 94.1% | 68.1%+26.0pp | 73.2%+20.9pp | 71.5%+22.7pp |
| Annual return | -12.16% | -13.53%+1.4pp | 114.01%-126.2pp | 32.82%-45.0pp |
| Employer contribution / active EE | $1,926 | $1,571+22.6% | $2,850-32.4% | $2,506-23.1% |
| Participant deferral / active EE | $5,979 | $3,501+70.8% | $4,234+41.2% | $4,310+38.7% |
| Admin fee / account holder | $234 | $131+78.5% | $5,420-95.7% | $188+24.6% |