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 GROUP1 year Service code 99 · EIN 06-1397347 | Other Fees | $26,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,274 | $67,984+44.6% | $65,493+50.1% | $74,304+32.3% |
| Participation rate | 97.2% | 66.3%+30.9pp | 73.1%+24.1pp | 60.3%+36.9pp |
| Annual return | 12.61% | 19.87%-7.3pp | 982.45%-969.8pp | 29.43%-16.8pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,802 | $3,346+13.6% | $3,961-4.0% | $3,767+0.9% |
| Admin fee / account holder | $337 | $1,373-75.5% | $5,028-93.3% | $2,969-88.7% |