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 GROUP9+ years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Recor... | $26,972 |
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 | $127,060 | $69,763+82.1% | $67,502+88.2% | $74,495+70.6% |
| Participation rate | 93.5% | 71.4%+22.1pp | 72.9%+20.6pp | 67.2%+26.3pp |
| Annual return | 16.80% | -40.34%+57.1pp | 3512.12%-3495.3pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $7,941 | $2,704+193.7% | $2,731+190.8% | $2,623+202.8% |
| Participant deferral / active EE | $7,165 | $3,636+97.1% | $4,000+79.1% | $4,346+64.9% |
| Admin fee / account holder | $105 | $896-88.3% | $3,998-97.4% | $1,942-94.6% |