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 13 · EIN 34-1213174 100 SUMMIT LAKE DRIVE · VALHALLA, NY 10595 | Contract Administrator | $14,365 |
Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 27 · EIN 34-1753575 159 CROCKER PARK BLVD · CLEVELAND, OH 44145 | Advisory (Plan) | $8,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,654 | $65,435+153.2% | $86,677+91.1% | $66,914+147.6% |
| Participation rate | 87.1% | 75.5%+11.7pp | 76.6%+10.5pp | 69.8%+17.3pp |
| Annual return | -12.99% | -10.89%-2.1pp | 35.91%-48.9pp | 1.58%-14.6pp |
| Employer contribution / active EE | $12,523 | $2,153+481.6% | $2,836+341.5% | $2,544+392.2% |
| Participant deferral / active EE | $4,529 | $4,100+10.4% | $4,656-2.7% | $4,237+6.9% |
| Admin fee / account holder | $231 | $642-63.9% | $7,493-96.9% | $593-61.0% |