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 GROUP5 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $41,311 |
AMERICAN FUNDS7 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,584 | $100,923+5.6% | $150,045-29.0% | $74,304+43.4% |
| Participation rate | 62.8% | 70.1%-7.3pp | 82.3%-19.5pp | 60.3%+2.4pp |
| Annual return | 6.05% | 51.77%-45.7pp | 62.55%-56.5pp | 29.43%-23.4pp |
| Employer contribution / active EE | $5,096 | $3,463+47.1% | $4,693+8.6% | $2,241+127.4% |
| Participant deferral / active EE | $7,695 | $6,709+14.7% | $7,997-3.8% | $3,767+104.3% |
| Admin fee / account holder | $262 | $2,767-90.5% | $13,435-98.0% | $2,969-91.2% |