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 GROUP2 years Filed as: USI ADVISORS Service code 16 · EIN 06-1397347 | Consulting | $38,000 |
SMITH & HOWARD, PC8+ years Filed as: SMITH & HOWARD Service code 10 · EIN 58-1250486 | Accounting | $6,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$47,195 |
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 | $80,036 | $37,317+114.5% | $77,024+3.9% | $77,904+2.7% |
| Participation rate | 39.5% | 46.9%-7.3pp | 67.9%-28.4pp | 73.7%-34.2pp |
| Annual return | -15.50% | -5.88%-9.6pp | 42.32%-57.8pp | 12.21%-27.7pp |
| Employer contribution / active EE | $1,365 | $1,218+12.0% | $2,812-51.5% | $2,848-52.1% |
| Participant deferral / active EE | $4,308 | $2,564+68.0% | $4,426-2.7% | $4,806-10.4% |
| Admin fee / account holder | $0 | $126-100.0% | $5,425-100.0% | $133-100.0% |