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 |
|---|---|---|
USI CONSULTING GROUP4 years Filed as: USI ADVISORS Service code 16 · EIN 06-1397347 | Consulting | $59,500 |
SMITH & HOWARD, PC10+ years Filed as: SMITH & HOWARD Service code 10 · EIN 58-1250486 | Accounting | $22,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,399 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$70,734 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $96,458 | $44,897+114.8% | $84,966+13.5% | $199,593-51.7% |
| Participation rate | 29.3% | 45.7%-16.4pp | 67.5%-38.2pp | 72.0%-42.7pp |
| Annual return | 11.94% | 20.96%-9.0pp | 66.38%-54.4pp | 34.25%-22.3pp |
| Employer contribution / active EE | $1,023 | $1,365-25.1% | $2,727-62.5% | $3,034-66.3% |
| Participant deferral / active EE | $2,848 | $2,668+6.7% | $4,519-37.0% | $5,087-44.0% |
| Admin fee / account holder | $20 | $584-96.6% | $6,149-99.7% | $269-92.5% |