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 GROUP2 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $50,107 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,096 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,955 | $106,028-61.4% | $146,958-72.1% | $77,643-47.3% |
| Participation rate | 88.7% | 78.4%+10.4pp | 82.2%+6.6pp | 70.6%+18.2pp |
| Annual return | 15.46% | 56.73%-41.3pp | 418.34%-402.9pp | 31.24%-15.8pp |
| Employer contribution / active EE | $2,799 | $4,063-31.1% | $4,933-43.3% | $2,726+2.7% |
| Participant deferral / active EE | $8,578 | $7,990+7.4% | $8,070+6.3% | $4,647+84.6% |
| Admin fee / account holder | $198 | $337-41.4% | $12,998-98.5% | $430-54.0% |