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 CONSULTING GROUP, INC. Service code 49 95 GLASTONBURY BLVD., STE. 102 · GLASTONBURY, CT 06033 | Other Services | $7,464 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,263 | $56,317+102.9% | $71,209+60.5% | $74,304+53.8% |
| Participation rate | 70.0% | 55.1%+14.9pp | 73.8%-3.8pp | 60.3%+9.7pp |
| Annual return | 18.33% | 42.83%-24.5pp | 282.51%-264.2pp | 29.43%-11.1pp |
| Employer contribution / active EE | $1,100 | $2,160-49.1% | $2,721-59.6% | $2,241-50.9% |
| Participant deferral / active EE | $6,966 | $2,788+149.9% | $4,175+66.9% | $3,767+84.9% |
| Admin fee / account holder | $12 | $2,290-99.5% | $5,349-99.8% | $2,969-99.6% |