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 GROUP7 years Service code 12 · EIN 06-1053228 | Redemption fees; Trustee (directed); ... | $1,986 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,995 | $67,984+89.7% | $65,493+97.0% | $74,304+73.6% |
| Participation rate | 67.2% | 66.3%+0.9pp | 73.1%-5.9pp | 60.3%+6.8pp |
| Annual return | 14.64% | 19.87%-5.2pp | 982.45%-967.8pp | 29.43%-14.8pp |
| Employer contribution / active EE | $3,533 | $2,491+41.8% | $2,574+37.3% | $2,241+57.7% |
| Participant deferral / active EE | $6,251 | $3,346+86.8% | $3,961+57.8% | $3,767+65.9% |
| Admin fee / account holder | $91 | $1,373-93.3% | $5,028-98.2% | $2,969-96.9% |