Filed July 8, 2026
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4+ years Service code 12 · EIN 06-1053228 | Recordkeeping fees; Redemption fees; ... | $12,810 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $48 |
TIAA3 years Filed as: TIAA-CREF Service code 62 · EIN 13-1624203 | Float revenue | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,499 | $60,795+47.2% | $69,455+28.9% | $65,185+37.3% |
| Participation rate | 82.7% | 74.9%+7.8pp | 74.6%+8.1pp | 70.2%+12.5pp |
| Annual return | 5.43% | 17.46%-12.0pp | 28.97%-23.5pp | 29.38%-24.0pp |
| Employer contribution / active EE | $6,548 | $2,452+167.1% | $2,779+135.6% | $2,177+200.9% |
| Participant deferral / active EE | $5,570 | $3,162+76.2% | $3,535+57.5% | $3,514+58.5% |
| Admin fee / account holder | $32 | $314-89.8% | $3,839-99.2% | $847-96.2% |