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 GROUP7+ years Service code 12 · EIN 06-1053228 | Redemption fees; Account maintenance ... | $12,354 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,641 | $88,083+48.3% | $164,813-20.7% | $74,495+75.4% |
| Participation rate | 89.6% | 73.0%+16.6pp | 78.6%+11.0pp | 67.2%+22.4pp |
| Annual return | 13.77% | 17.26%-3.5pp | 69.93%-56.2pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $2,850 | $2,593+9.9% | $4,341-34.4% | $2,623+8.6% |
| Participant deferral / active EE | $7,108 | $4,498+58.0% | $6,031+17.8% | $4,346+63.6% |
| Admin fee / account holder | $150 | $2,234-93.3% | $12,690-98.8% | $1,942-92.3% |