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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.
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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 GROUP4+ years Filed as: USI ADVISORS, INC. Service code 99 · EIN 06-1397347 | Other Fees | $24,892 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $686 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,802 | $79,523+20.5% | $140,016-31.6% | $56,287+70.2% |
| Participation rate | 90.4% | 85.7%+4.7pp | 87.5%+2.9pp | 69.9%+20.5pp |
| Annual return | -7.50% | 2.39%-9.9pp | 651.12%-658.6pp | -9.96%+2.5pp |
| Employer contribution / active EE | $3,468 | $3,350+3.5% | $5,606-38.1% | $2,111+64.3% |
| Participant deferral / active EE | $8,622 | $5,129+68.1% | $6,927+24.5% | $3,350+157.4% |
| Admin fee / account holder | $19 | $614-96.9% | $10,705-99.8% | $521-96.4% |