Filed May 1, 2026
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.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Service code 12 · EIN 06-1053228 | Consulting (pension); Redemption fees... | $7,724 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,193 | $103,641-44.8% | $107,525-46.8% | $102,872-44.4% |
| Participation rate | 23.2% | 79.4%-56.2pp | 75.1%-51.9pp | 73.0%-49.8pp |
| Annual return | 0.00% | 13.08%-13.1pp | 181.32%-181.3pp | 19.06%-19.1pp |
| Employer contribution / active EE | $176 | $5,096-96.5% | $3,754-95.3% | $3,526-95.0% |
| Participant deferral / active EE | $501 | $3,789-86.8% | $5,116-90.2% | $5,535-90.9% |
| Admin fee / account holder | $21 | $276-92.5% | $8,919-99.8% | $292-92.9% |