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 GROUP2+ years Filed as: USI ADVISORS, INC. Service code 99 · EIN 06-1397347 | Other Fees | $17,774 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,884 |
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 | $93,538 | $87,841+6.5% | $133,980-30.2% | $62,891+48.7% |
| Participation rate | 90.8% | 83.4%+7.4pp | 87.1%+3.7pp | 69.3%+21.5pp |
| Annual return | 12.57% | 12.05%+0.5pp | 29.30%-16.7pp | 20.14%-7.6pp |
| Employer contribution / active EE | $1,955 | $3,483-43.9% | $5,211-62.5% | $2,281-14.3% |
| Participant deferral / active EE | $5,973 | $4,812+24.1% | $6,282-4.9% | $3,203+86.5% |
| Admin fee / account holder | $23 | $5,371-99.6% | $9,324-99.8% | $4,296-99.5% |