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 GROUP8 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $30,000 |
USI CONSULTING GROUP8 years Service code 15 · EIN 06-1053228 | Recordkeeping | $8,889 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,511 | $109,881+172.6% | $150,045+99.6% | $84,808+253.2% |
| Participation rate | 97.9% | 76.1%+21.8pp | 82.3%+15.5pp | 68.3%+29.6pp |
| Annual return | 19.25% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $9,977 | $3,561+180.2% | $4,693+112.6% | $2,631+279.2% |
| Participant deferral / active EE | $12,804 | $6,636+93.0% | $7,997+60.1% | $4,212+204.0% |
| Admin fee / account holder | $240 | $8,568-97.2% | $13,435-98.2% | $7,344-96.7% |