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 8-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 GROUP8+ years Service code 12 · EIN 06-1053228 | Consulting (pension); Redemption fees... | $20,976 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $10,110 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,281 | $96,484+49.5% | $156,263-7.7% | $74,304+94.2% |
| Participation rate | 95.6% | 67.7%+27.9pp | 78.9%+16.7pp | 60.3%+35.2pp |
| Annual return | 15.31% | 17.73%-2.4pp | 59.47%-44.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $2,810 | $2,528+11.1% | $4,333-35.1% | $2,241+25.4% |
| Participant deferral / active EE | $7,118 | $4,286+66.1% | $6,158+15.6% | $3,767+88.9% |
| Admin fee / account holder | $202 | $3,728-94.6% | $14,255-98.6% | $2,969-93.2% |