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 8-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 GROUP5 years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $63,293 |
USI CONSULTING GROUP6 years Service code 65 · EIN 06-1053228 | Account Maintenance | $60,207 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,927 | $91,762-38.0% | $67,502-15.7% | $77,643-26.7% |
| Participation rate | 75.7% | 75.9%-0.2pp | 72.9%+2.8pp | 70.6%+5.1pp |
| Annual return | 16.13% | 14.87%+1.3pp | 3512.12%-3496.0pp | 31.24%-15.1pp |
| Employer contribution / active EE | $1,718 | $3,181-46.0% | $2,731-37.1% | $2,726-37.0% |
| Participant deferral / active EE | $5,101 | $3,903+30.7% | $4,000+27.5% | $4,647+9.8% |
| Admin fee / account holder | $201 | $176+14.1% | $3,998-95.0% | $430-53.3% |