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 | $37,800 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $17,986 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $14,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,397 | $88,890-36.6% | $102,423-44.9% | $77,643-27.4% |
| Participation rate | 72.5% | 80.9%-8.4pp | 76.5%-4.0pp | 70.6%+1.9pp |
| Annual return | 11.03% | 24.98%-14.0pp | 29.32%-18.3pp | 31.24%-20.2pp |
| Employer contribution / active EE | $1,005 | $2,698-62.8% | $3,023-66.8% | $2,726-63.1% |
| Participant deferral / active EE | $4,271 | $5,145-17.0% | $5,053-15.5% | $4,647-8.1% |
| Admin fee / account holder | $261 | $235+11.0% | $9,451-97.2% | $430-39.3% |