Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Recor... | $12,124 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $9,199 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,498 | $58,320-25.4% | $86,438-49.7% | $66,938-35.0% |
| Participation rate | 96.5% | 78.6%+17.9pp | 80.3%+16.1pp | 69.8%+26.6pp |
| Annual return | -16.00% | -9.71%-6.3pp | 4397.19%-4413.2pp | 1.58%-17.6pp |
| Employer contribution / active EE | $2,660 | $2,615+1.7% | $3,769-29.4% | $2,545+4.5% |
| Participant deferral / active EE | $7,686 | $6,899+11.4% | $6,952+10.5% | $4,238+81.3% |
| Admin fee / account holder | $90 | $546-83.5% | $6,733-98.7% | $594-84.8% |