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 7-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $88,287 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $11,045 |
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 | $26,032 | $55,416-53.0% | $75,972-65.7% | $77,643-66.5% |
| Participation rate | 55.8% | 63.6%-7.8pp | 69.1%-13.2pp | 70.6%-14.8pp |
| Annual return | 15.36% | 17.07%-1.7pp | 359.55%-344.2pp | 31.24%-15.9pp |
| Employer contribution / active EE | $832 | $1,788-53.4% | $2,685-69.0% | $2,726-69.5% |
| Participant deferral / active EE | $1,784 | $3,447-48.2% | $4,255-58.1% | $4,647-61.6% |
| Admin fee / account holder | $151 | $414-63.5% | $6,467-97.7% | $430-64.9% |