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 GROUP3+ years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $25,643 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,803 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,384 | $46,100+18.0% | $86,590-37.2% | $69,631-21.9% |
| Participation rate | 52.9% | 67.2%-14.2pp | 73.5%-20.6pp | 70.7%-17.8pp |
| Annual return | 17.05% | 21.02%-4.0pp | 964.84%-947.8pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $722 | $1,850-61.0% | $2,839-74.6% | $2,032-64.5% |
| Participant deferral / active EE | $2,142 | $2,432-11.9% | $3,609-40.6% | $3,224-33.6% |
| Admin fee / account holder | $96 | $94+2.1% | $4,906-98.0% | $110-13.3% |