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 7-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 GROUP7+ years Service code 12 · EIN 06-1053228 | Participant loan processing; Claims p... | $48,640 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,542 | $119,446-25.9% | $150,045-41.0% | $85,563+3.5% |
| Participation rate | 84.2% | 75.4%+8.8pp | 82.3%+1.9pp | 66.0%+18.2pp |
| Annual return | 19.71% | 23.72%-4.0pp | 62.55%-42.8pp | 31.51%-11.8pp |
| Employer contribution / active EE | $2,730 | $4,078-33.1% | $4,693-41.8% | $2,654+2.9% |
| Participant deferral / active EE | $10,631 | $7,985+33.1% | $7,997+32.9% | $4,375+143.0% |
| Admin fee / account holder | $103 | $548-81.3% | $13,435-99.2% | $834-87.7% |