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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,370 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $19,502 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,507 | $101,317-11.7% | $146,958-39.1% | $74,495+20.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 9.81% | 8730.91%-8721.1pp | 418.34%-408.5pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $4,129 | $3,810+8.4% | $4,933-16.3% | $2,623+57.4% |
| Participant deferral / active EE | $5,856 | $7,303-19.8% | $8,070-27.4% | $4,346+34.7% |
| Admin fee / account holder | $254 | $1,739-85.4% | $12,998-98.0% | $1,942-86.9% |