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+ years Filed as: USI ADVISORS, INC. Service code 99 · EIN 06-1397347 | Other Fees | $18,411 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,435 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,721 | $82,032-0.4% | $123,104-33.6% | $59,632+37.0% |
| Participation rate | 89.9% | 83.2%+6.7pp | 86.8%+3.1pp | 68.7%+21.2pp |
| Annual return | 1.03% | 5.12%-4.1pp | 13.22%-12.2pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $2,061 | $3,297-37.5% | $5,151-60.0% | $2,203-6.4% |
| Participant deferral / active EE | $6,603 | $4,667+41.5% | $6,230+6.0% | $3,192+106.9% |
| Admin fee / account holder | $29 | $5,881-99.5% | $9,015-99.7% | $4,297-99.3% |