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 Service code 12 · EIN 06-1053228 | Participant loan processing; Recordke... | $60,068 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $40,522 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $14,403 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,727 | $87,125-7.3% | $108,410-25.5% | $86,799-7.0% |
| Participation rate | 65.6% | 80.5%-15.0pp | 80.1%-14.6pp | 72.3%-6.7pp |
| Annual return | 32.84% | 25.21%+7.6pp | 905.27%-872.4pp | 97.91%-65.1pp |
| Employer contribution / active EE | $1,029 | $2,477-58.5% | $3,558-71.1% | $2,405-57.2% |
| Participant deferral / active EE | $4,995 | $6,944-28.1% | $6,563-23.9% | $4,131+20.9% |
| Admin fee / account holder | $115 | $130-12.0% | $7,295-98.4% | $170-32.4% |