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 GROUP6 years Service code 12 · EIN 06-1053228 | Participant loan processing; Account ... | $3,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,395 | $69,763-14.9% | $67,502-12.0% | $74,495-20.3% |
| Participation rate | 62.6% | 71.4%-8.7pp | 72.9%-10.3pp | 67.2%-4.6pp |
| Annual return | 13.43% | -40.34%+53.8pp | 3512.12%-3498.7pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,136 | $2,704-21.0% | $2,731-21.8% | $2,623-18.6% |
| Participant deferral / active EE | $2,654 | $3,636-27.0% | $4,000-33.7% | $4,346-38.9% |
| Admin fee / account holder | $19 | $896-97.9% | $3,998-99.5% | $1,942-99.0% |