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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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $85,316 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS,INC. Service code 99 · EIN 06-1397347 | Other Fees | $40,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,098 | $102,553-9.2% | $151,611-38.6% | $66,914+39.1% |
| Participation rate | 93.0% | 85.5%+7.5pp | 87.5%+5.5pp | 69.8%+23.2pp |
| Annual return | -17.81% | -10.82%-7.0pp | 3.33%-21.1pp | 1.58%-19.4pp |
| Employer contribution / active EE | $6,234 | $4,180+49.1% | $6,166+1.1% | $2,544+145.0% |
| Participant deferral / active EE | $11,125 | $6,641+67.5% | $8,363+33.0% | $4,237+162.6% |
| Admin fee / account holder | $391 | $630-37.9% | $11,616-96.6% | $593-34.0% |