Filed September 12, 2025
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 12 · EIN 06-1053228 | Participant loan processing; Account ... | $67 |
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 | $52,073 | $48,230+8.0% | $67,502-22.9% | $80,856-35.6% |
| Participation rate | 90.6% | 66.4%+24.2pp | 72.9%+17.7pp | 67.6%+23.0pp |
| Annual return | 132.02% | 18.28%+113.7pp | 3512.12%-3380.1pp | 35.59%+96.4pp |
| Employer contribution / active EE | $3,182 | $2,020+57.6% | $2,731+16.5% | $2,755+15.5% |
| Participant deferral / active EE | $1,732 | $2,924-40.8% | $4,000-56.7% | $4,296-59.7% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |