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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.
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $51,407 |
COHNREZNICK LLP1 year Service code 10 · EIN 33-4144829 | Accounting | $34,830 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,974 | $42,886+161.1% | $88,946+25.9% | $85,563+30.9% |
| Participation rate | 54.5% | 37.9%+16.5pp | 68.8%-14.4pp | 66.0%-11.5pp |
| Annual return | 13.25% | 44.56%-31.3pp | 57.82%-44.6pp | 31.51%-18.3pp |
| Employer contribution / active EE | $1,162 | $1,147+1.3% | $2,555-54.5% | $2,654-56.2% |
| Participant deferral / active EE | $4,093 | $2,108+94.2% | $4,581-10.7% | $4,375-6.5% |
| Admin fee / account holder | $161 | $2,263-92.9% | $8,261-98.0% | $834-80.6% |