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 GROUP4 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $32,957 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,200 | $101,317+3.8% | $146,958-28.4% | $74,495+41.2% |
| Participation rate | 63.7% | 75.5%-11.8pp | 82.2%-18.4pp | 67.2%-3.5pp |
| Annual return | 24.37% | 8730.91%-8706.5pp | 418.34%-394.0pp | 1364.94%-1340.6pp |
| Employer contribution / active EE | $4,675 | $3,810+22.7% | $4,933-5.2% | $2,623+78.2% |
| Participant deferral / active EE | $7,129 | $7,303-2.4% | $8,070-11.7% | $4,346+64.0% |
| Admin fee / account holder | $222 | $1,739-87.2% | $12,998-98.3% | $1,942-88.6% |