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 GROUP4 years Filed as: USI ADVISORS INC Service code 26 · EIN 06-1397347 | Advisory (Participants) | $56,172 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,032 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $20,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,570 | $129,021-5.0% | $184,203-33.5% | $77,643+57.9% |
| Participation rate | 90.3% | 87.3%+3.0pp | 86.8%+3.5pp | 70.6%+19.7pp |
| Annual return | 15.44% | 33.27%-17.8pp | 28.81%-13.4pp | 31.24%-15.8pp |
| Employer contribution / active EE | $3,985 | $4,413-9.7% | $6,427-38.0% | $2,726+46.2% |
| Participant deferral / active EE | $8,994 | $7,297+23.2% | $9,131-1.5% | $4,647+93.5% |
| Admin fee / account holder | $346 | $254+36.3% | $13,901-97.5% | $430-19.6% |