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 GROUP5 years Service code 37 · EIN 06-1053228 | Loan Processing | $7,180 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,236 | $82,978+29.2% | $129,995-17.5% | $71,457+50.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 18.54% | 20.60%-2.1pp | -137.18%+155.7pp | 28.85%-10.3pp |
| Employer contribution / active EE | $10,700 | $2,622+308.1% | $4,320+147.7% | $2,588+313.5% |
| Participant deferral / active EE | $3,954 | $4,432-10.8% | $5,820-32.1% | $4,289-7.8% |
| Admin fee / account holder | $50 | $1,729-97.1% | $10,614-99.5% | $1,587-96.9% |