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 GROUP4 years Filed as: USI CONSULTING GROUP, INC. Service code 28 · EIN 06-1053228 | Investment Management | $73,727 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,089 | $101,317-29.8% | $146,958-51.6% | $74,495-4.6% |
| Participation rate | 97.4% | 75.5%+21.8pp | 82.2%+15.2pp | 67.2%+30.2pp |
| Annual return | 29.43% | 8730.91%-8701.5pp | 418.34%-388.9pp | 1364.94%-1335.5pp |
| Employer contribution / active EE | $3,740 | $3,810-1.8% | $4,933-24.2% | $2,623+42.6% |
| Participant deferral / active EE | $11,673 | $7,303+59.8% | $8,070+44.7% | $4,346+168.6% |
| Admin fee / account holder | $394 | $1,739-77.3% | $12,998-97.0% | $1,942-79.7% |