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 GROUP6 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $32,951 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $24,415 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $19,760 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $116,191 | $59,417+95.6% | $93,606+24.1% | $74,495+56.0% |
| Participation rate | 82.1% | 59.7%+22.5pp | 68.7%+13.4pp | 67.2%+14.9pp |
| Annual return | 15.93% | 81.83%-65.9pp | 133.20%-117.3pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $274 | $1,264-78.3% | $2,420-88.7% | $2,623-89.5% |
| Participant deferral / active EE | $5,482 | $3,050+79.7% | $4,411+24.3% | $4,346+26.1% |
| Admin fee / account holder | $340 | $3,021-88.8% | $8,285-95.9% | $1,942-82.5% |