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 GROUP5 years Service code 12 · EIN 06-1053228 | Participant loan processing; Finders'... | $47,803 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,384 | $80,717-51.2% | $154,803-74.6% | $84,808-53.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.69% | 37.96%-23.3pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $5,420 | $2,761+96.3% | $4,305+25.9% | $2,631+106.0% |
| Participant deferral / active EE | $4,658 | $3,303+41.0% | $5,540-15.9% | $4,212+10.6% |
| Admin fee / account holder | $321 | $6,746-95.2% | $14,329-97.8% | $7,344-95.6% |