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 GROUP5 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $32,070 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $20,171 |
WITHUMSMITH+BROWN, PC1 year Service code 27 · EIN 22-2027092 | Advisory (Plan) | $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 | $106,018 | $54,701+93.8% | $86,188+23.0% | $71,457+48.4% |
| Participation rate | 80.5% | 60.1%+20.4pp | 69.0%+11.5pp | 67.9%+12.6pp |
| Annual return | 21.65% | 20.06%+1.6pp | 1168.45%-1146.8pp | 28.85%-7.2pp |
| Employer contribution / active EE | $291 | $1,265-77.0% | $2,380-87.8% | $2,588-88.8% |
| Participant deferral / active EE | $5,811 | $3,108+86.9% | $3,985+45.8% | $4,289+35.5% |
| Admin fee / account holder | $332 | $1,922-82.7% | $6,852-95.2% | $1,587-79.1% |