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 8-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 Service code 15 · EIN 06-1053228 | Recordkeeping | $11,424 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,043 | $69,763+6.1% | $67,502+9.7% | $74,495-0.6% |
| Participation rate | 83.2% | 71.4%+11.9pp | 72.9%+10.4pp | 67.2%+16.0pp |
| Annual return | 17.52% | -40.34%+57.9pp | 3512.12%-3494.6pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $4,075 | $2,704+50.7% | $2,731+49.2% | $2,623+55.4% |
| Participant deferral / active EE | $8,917 | $3,636+145.2% | $4,000+122.9% | $4,346+105.2% |
| Admin fee / account holder | $59 | $896-93.5% | $3,998-98.5% | $1,942-97.0% |