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 ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $48,035 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,134 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,459 | $185,342-60.4% | $111,297-34.0% | $86,799-15.4% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 16.71% | 500.80%-484.1pp | 54.65%-37.9pp | 97.91%-81.2pp |
| Employer contribution / active EE | $1,697 | $2,246-24.4% | $2,731-37.8% | $2,405-29.4% |
| Participant deferral / active EE | $3,100 | $4,458-30.5% | $4,487-30.9% | $4,131-25.0% |
| Admin fee / account holder | $73 | $255-71.2% | $7,964-99.1% | $170-56.7% |