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 GROUP3+ years Filed as: USI ADVISORS, INC. Service code 99 · EIN 06-1397347 | Other Fees | $20,325 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,150 |
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 | $97,925 | $100,041-2.1% | $149,718-34.6% | $70,131+39.6% |
| Participation rate | 91.8% | 83.6%+8.2pp | 87.1%+4.7pp | 69.5%+22.2pp |
| Annual return | 19.20% | 27.43%-8.2pp | 1501.63%-1482.4pp | 73.14%-53.9pp |
| Employer contribution / active EE | $2,860 | $3,662-21.9% | $5,445-47.5% | $2,342+22.1% |
| Participant deferral / active EE | $7,526 | $4,983+51.0% | $6,569+14.6% | $3,332+125.9% |
| Admin fee / account holder | $0 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |