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 GROUP3 years Filed as: USI CONSULTING GROUP, INC. Service code 28 · EIN 06-1053228 | Investment Management | $55,005 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,555 | $91,407-46.9% | $135,903-64.3% | $71,457-32.1% |
| Participation rate | 96.4% | 75.7%+20.7pp | 81.9%+14.5pp | 67.9%+28.5pp |
| Annual return | 19.86% | 29.90%-10.0pp | 68.23%-48.4pp | 28.85%-9.0pp |
| Employer contribution / active EE | $4,293 | $3,703+15.9% | $4,856-11.6% | $2,588+65.9% |
| Participant deferral / active EE | $12,959 | $7,092+82.7% | $7,758+67.0% | $4,289+202.2% |
| Admin fee / account holder | $270 | $1,266-78.7% | $10,762-97.5% | $1,587-83.0% |