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 SECURITIES INC Service code 53 · EIN 06-1493970 | Insurance Commissions | $23,703 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $22,063 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,338 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 · EIN 23-3044062 | Contract Administrator | $5,499 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,890 | $65,061-54.1% | $143,757-79.2% | $66,914-55.3% |
| Participation rate | 78.0% | 65.2%+12.8pp | 80.3%-2.3pp | 69.8%+8.2pp |
| Annual return | -14.56% | -11.14%-3.4pp | -0.04%-14.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,900 | $2,361-19.5% | $4,951-61.6% | $2,544-25.3% |
| Participant deferral / active EE | $1,873 | $2,919-35.8% | $5,637-66.8% | $4,237-55.8% |
| Admin fee / account holder | $89 | $502-82.2% | $14,673-99.4% | $593-85.0% |