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 GROUP7 years Service code 63 · EIN 06-1053228 | 12b-1 Fees | $23,616 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,408 | $102,204-20.3% | $145,661-44.1% | $85,563-4.9% |
| Participation rate | 69.6% | 70.6%-0.9pp | 77.2%-7.6pp | 66.0%+3.7pp |
| Annual return | 15.96% | 16.68%-0.7pp | 101.46%-85.5pp | 31.51%-15.5pp |
| Employer contribution / active EE | $1,969 | $3,600-45.3% | $4,238-53.5% | $2,654-25.8% |
| Participant deferral / active EE | $6,754 | $5,729+17.9% | $7,198-6.2% | $4,375+54.4% |
| Admin fee / account holder | $75 | $647-88.4% | $12,466-99.4% | $834-91.0% |