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 8-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 15 · EIN 13-3689044 | Recordkeeping | $37,906 |
USI CONSULTING GROUP2 years Filed as: USI SECURITIES, INC. Service code 22 · EIN 06-1493970 | Insurance Broker | $13,034 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,164 | $45,031-50.8% | $84,966-73.9% | $77,643-71.5% |
| Participation rate | 37.8% | 48.7%-10.9pp | 67.5%-29.7pp | 70.6%-32.8pp |
| Annual return | 16.87% | 79.22%-62.3pp | 66.38%-49.5pp | 31.24%-14.4pp |
| Employer contribution / active EE | $743 | $1,609-53.8% | $2,727-72.8% | $2,726-72.7% |
| Participant deferral / active EE | $1,323 | $2,807-52.9% | $4,519-70.7% | $4,647-71.5% |
| Admin fee / account holder | $141 | $912-84.5% | $6,149-97.7% | $430-67.1% |