Filed February 4, 2025
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.
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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 GROUP3 years Service code 15 · EIN 06-1053228 | Recordkeeping | $45,880 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,359 | $99,078+33.6% | $96,544+37.1% | $74,419+77.9% |
| Participation rate | 96.2% | 80.7%+15.6pp | 76.0%+20.3pp | 70.7%+25.5pp |
| Annual return | 14.81% | 22.48%-7.7pp | 25.84%-11.0pp | 34.38%-19.6pp |
| Employer contribution / active EE | $4,598 | $2,570+78.9% | $2,965+55.1% | $2,637+74.3% |
| Participant deferral / active EE | $6,218 | $4,933+26.0% | $4,851+28.2% | $4,528+37.3% |
| Admin fee / account holder | $139 | $225-38.2% | $8,252-98.3% | $348-60.1% |