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 GROUP3 years Service code 12 · EIN 06-1053228 | Trustee (directed); Finders' fees / p... | $64,548 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,909 | $88,122-27.5% | $141,162-54.7% | $67,579-5.4% |
| Participation rate | 96.0% | 76.5%+19.5pp | 82.5%+13.5pp | 71.3%+24.7pp |
| Annual return | 29.70% | 75.40%-45.7pp | 71.39%-41.7pp | 378.56%-348.9pp |
| Employer contribution / active EE | $7,334 | $3,224+127.4% | $4,735+54.9% | $2,148+241.4% |
| Participant deferral / active EE | $8,596 | $5,958+44.3% | $6,709+28.1% | $3,539+142.9% |
| Admin fee / account holder | $84 | $131-36.0% | $10,261-99.2% | $142-41.1% |