Filed February 4, 2025
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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 Service code 15 · EIN 06-1053228 | Recordkeeping | $39,776 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,144 | $65,435+106.5% | $86,677+55.9% | $66,914+102.0% |
| Participation rate | 93.8% | 75.5%+18.3pp | 76.6%+17.2pp | 69.8%+24.0pp |
| Annual return | -12.57% | -10.89%-1.7pp | 35.91%-48.5pp | 1.58%-14.1pp |
| Employer contribution / active EE | $4,609 | $2,153+114.1% | $2,836+62.5% | $2,544+81.2% |
| Participant deferral / active EE | $6,389 | $4,100+55.8% | $4,656+37.2% | $4,237+50.8% |
| Admin fee / account holder | $138 | $642-78.5% | $7,493-98.2% | $593-76.8% |