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) | $50,643 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,641 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,197 | $102,553+31.8% | $151,611-10.8% | $66,914+102.0% |
| Participation rate | 92.3% | 85.5%+6.8pp | 87.5%+4.9pp | 69.8%+22.5pp |
| Annual return | -17.30% | -10.82%-6.5pp | 3.33%-20.6pp | 1.58%-18.9pp |
| Employer contribution / active EE | $4,241 | $4,180+1.5% | $6,166-31.2% | $2,544+66.7% |
| Participant deferral / active EE | $9,853 | $6,641+48.4% | $8,363+17.8% | $4,237+132.6% |
| Admin fee / account holder | $318 | $630-49.4% | $11,616-97.3% | $593-46.3% |