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 GROUP8+ years Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Sub-tra... | $23,913 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $48 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,295 | $65,557+72.8% | $64,056+76.9% | $71,457+58.5% |
| Participation rate | 90.7% | 73.2%+17.6pp | 72.3%+18.4pp | 67.9%+22.8pp |
| Annual return | 12.70% | 18.94%-6.2pp | 33.69%-21.0pp | 28.85%-16.1pp |
| Employer contribution / active EE | $7,122 | $2,669+166.9% | $2,747+159.3% | $2,588+175.2% |
| Participant deferral / active EE | $6,090 | $3,626+68.0% | $3,880+57.0% | $4,289+42.0% |
| Admin fee / account holder | $61 | $616-90.1% | $3,068-98.0% | $1,587-96.2% |