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 8-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 GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $8,425 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,205 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,231 | $54,517-20.7% | $75,972-43.1% | $74,495-42.0% |
| Participation rate | 57.6% | 60.3%-2.8pp | 69.1%-11.5pp | 67.2%-9.6pp |
| Annual return | 23.00% | 31.82%-8.8pp | 359.55%-336.5pp | 1364.94%-1341.9pp |
| Employer contribution / active EE | $2,099 | $1,777+18.1% | $2,685-21.8% | $2,623-20.0% |
| Participant deferral / active EE | $4,009 | $3,066+30.8% | $4,255-5.8% | $4,346-7.7% |
| Admin fee / account holder | $53 | $2,229-97.6% | $6,467-99.2% | $1,942-97.3% |