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 Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $56,180 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,348 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,336 | $102,317+148.6% | $146,958+73.1% | $80,856+214.6% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.2%+12.3pp | 67.6%+26.8pp |
| Annual return | 18.51% | 134.76%-116.2pp | 418.34%-399.8pp | 35.59%-17.1pp |
| Employer contribution / active EE | $7,306 | $3,713+96.8% | $4,933+48.1% | $2,755+165.2% |
| Participant deferral / active EE | $17,569 | $6,644+164.4% | $8,070+117.7% | $4,296+309.0% |
| Admin fee / account holder | $585 | $7,941-92.6% | $12,998-95.5% | $6,918-91.5% |