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.
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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 GROUP7 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $30,454 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,432 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,798 | $55,371+65.8% | $95,585-4.0% | $74,304+23.5% |
| Participation rate | 61.2% | 53.8%+7.4pp | 72.1%-10.9pp | 60.3%+0.8pp |
| Annual return | 12.19% | 24.26%-12.1pp | 38.56%-26.4pp | 29.43%-17.2pp |
| Employer contribution / active EE | $2,441 | $1,437+69.9% | $2,527-3.4% | $2,241+8.9% |
| Participant deferral / active EE | $1,639 | $2,955-44.5% | $4,023-59.2% | $3,767-56.5% |
| Admin fee / account holder | $381 | $2,620-85.5% | $6,127-93.8% | $2,969-87.2% |