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 GROUP3 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $69,230 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,252 | $100,923+8.3% | $150,045-27.2% | $74,304+47.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 19.89% | 51.77%-31.9pp | 62.55%-42.7pp | 29.43%-9.5pp |
| Employer contribution / active EE | $4,855 | $3,463+40.2% | $4,693+3.4% | $2,241+116.6% |
| Participant deferral / active EE | $9,296 | $6,709+38.6% | $7,997+16.2% | $3,767+146.8% |
| Admin fee / account holder | $182 | $2,767-93.4% | $13,435-98.6% | $2,969-93.9% |