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 GROUP7 years Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Commissions | $25,288 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,162 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Contract Administrator | $5,161 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,038 | $61,272-47.7% | $149,673-78.6% | $71,457-55.2% |
| Participation rate | 88.3% | 62.5%+25.8pp | 78.8%+9.6pp | 67.9%+20.4pp |
| Annual return | 16.38% | 35.85%-19.5pp | 134.42%-118.0pp | 28.85%-12.5pp |
| Employer contribution / active EE | $2,301 | $2,378-3.3% | $4,818-52.2% | $2,588-11.1% |
| Participant deferral / active EE | $2,250 | $2,917-22.9% | $5,680-60.4% | $4,289-47.5% |
| Admin fee / account holder | $65 | $1,261-94.9% | $13,210-99.5% | $1,587-95.9% |