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 Service code 64 · EIN 06-1053228 | Recordkeeping Fees | $93,009 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,865 | $56,102-45.0% | $101,794-69.7% | $102,872-70.0% |
| Participation rate | 92.8% | 70.4%+22.4pp | 69.2%+23.6pp | 73.0%+19.7pp |
| Annual return | 14.90% | 14.06%+0.8pp | 30.53%-15.6pp | 19.06%-4.2pp |
| Employer contribution / active EE | $743 | $1,380-46.2% | $2,289-67.5% | $3,526-78.9% |
| Participant deferral / active EE | $3,916 | $2,801+39.8% | $4,084-4.1% | $5,535-29.2% |
| Admin fee / account holder | $14 | $262-94.5% | $8,777-99.8% | $292-95.1% |