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 | $30,085 |
USI CONSULTING GROUP6 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $21,521 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,507 | $100,923+1.6% | $150,045-31.7% | $74,304+38.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 16.37% | 51.77%-35.4pp | 62.55%-46.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $4,485 | $3,463+29.5% | $4,693-4.4% | $2,241+100.1% |
| Participant deferral / active EE | $6,508 | $6,709-3.0% | $7,997-18.6% | $3,767+72.7% |
| Admin fee / account holder | $305 | $2,767-89.0% | $13,435-97.7% | $2,969-89.7% |