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 GROUP1 year Filed as: USI ADVISORS INC. Service code 99 · EIN 06-1397347 | Other Fees | $18,750 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,619 |
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 | $91,967 | $99,957-8.0% | $149,696-38.6% | $73,488+25.1% |
| Participation rate | 98.4% | 75.7%+22.7pp | 82.5%+15.9pp | 70.7%+27.7pp |
| Annual return | 18.60% | 53.87%-35.3pp | 276.60%-258.0pp | 28.51%-9.9pp |
| Employer contribution / active EE | $2,966 | $3,191-7.1% | $4,644-36.1% | $2,270+30.7% |
| Participant deferral / active EE | $6,246 | $6,073+2.8% | $6,842-8.7% | $3,740+67.0% |
| Admin fee / account holder | $12 | $551-97.9% | $9,309-99.9% | $513-97.7% |