Filed April 10, 2026 (most recent of 4 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Service code 15 · EIN 06-1053228 | Recordkeeping | $29,369 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,121 | $122,693-29.8% | $184,203-53.2% | $199,593-56.9% |
| Participation rate | 89.4% | 86.8%+2.6pp | 86.8%+2.6pp | 72.0%+17.4pp |
| Annual return | 15.25% | 143.91%-128.7pp | 28.81%-13.6pp | 34.25%-19.0pp |
| Employer contribution / active EE | $993 | $4,584-78.3% | $6,427-84.5% | $3,034-67.3% |
| Participant deferral / active EE | $6,163 | $7,990-22.9% | $9,131-32.5% | $5,087+21.2% |
| Admin fee / account holder | $24 | $121-80.3% | $13,901-99.8% | $269-91.1% |