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 GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $11,207 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,704 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,255 | $95,274-68.2% | $135,903-77.7% | $74,419-59.3% |
| Participation rate | 87.0% | 78.2%+8.8pp | 81.9%+5.1pp | 70.7%+16.3pp |
| Annual return | 19.29% | 32.77%-13.5pp | 68.23%-48.9pp | 34.38%-15.1pp |
| Employer contribution / active EE | $2,842 | $3,874-26.6% | $4,856-41.5% | $2,637+7.8% |
| Participant deferral / active EE | $7,728 | $7,782-0.7% | $7,758-0.4% | $4,528+70.7% |
| Admin fee / account holder | $170 | $266-36.1% | $10,762-98.4% | $348-51.1% |