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 10-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 GROUP2 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $50,278 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,489 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,194 | $45,031+122.5% | $84,966+17.9% | $77,643+29.0% |
| Participation rate | 53.9% | 48.7%+5.2pp | 67.5%-13.6pp | 70.6%-16.7pp |
| Annual return | 11.73% | 79.22%-67.5pp | 66.38%-54.6pp | 31.24%-19.5pp |
| Employer contribution / active EE | $1,000 | $1,609-37.9% | $2,727-63.3% | $2,726-63.3% |
| Participant deferral / active EE | $3,716 | $2,807+32.4% | $4,519-17.8% | $4,647-20.0% |
| Admin fee / account holder | $101 | $912-88.9% | $6,149-98.4% | $430-76.4% |