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 GROUP5+ years Service code 12 · EIN 06-1053228 | Trustee (directed); Distribution (12b... | $16,850 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $48 |
TIAA4 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 | $162,232 | $65,322+148.4% | $70,449+130.3% | $73,488+120.8% |
| Participation rate | 91.4% | 77.0%+14.4pp | 75.1%+16.3pp | 70.7%+20.7pp |
| Annual return | 4.49% | 15.71%-11.2pp | 109.03%-104.5pp | 28.51%-24.0pp |
| Employer contribution / active EE | $6,454 | $2,460+162.4% | $2,737+135.8% | $2,270+184.3% |
| Participant deferral / active EE | $6,036 | $3,375+78.9% | $3,709+62.8% | $3,740+61.4% |
| Admin fee / account holder | $73 | $214-65.9% | $3,845-98.1% | $513-85.8% |