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 | Finders' fees / placement fees; Recor... | $69,386 |
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 | $95,039 | $88,890+6.9% | $102,423-7.2% | $77,643+22.4% |
| Participation rate | 99.2% | 80.9%+18.3pp | 76.5%+22.7pp | 70.6%+28.6pp |
| Annual return | 12.75% | 24.98%-12.2pp | 29.32%-16.6pp | 31.24%-18.5pp |
| Employer contribution / active EE | $4,368 | $2,698+61.9% | $3,023+44.5% | $2,726+60.2% |
| Participant deferral / active EE | $4,865 | $5,145-5.5% | $5,053-3.7% | $4,647+4.7% |
| Admin fee / account holder | $229 | $235-2.8% | $9,451-97.6% | $430-46.8% |