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 GROUP1 year Filed as: USI ADVISORS INC. Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $25,991 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,252 |
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 | $49,159 | $119,446-58.8% | $150,045-67.2% | $85,563-42.5% |
| Participation rate | 98.4% | 75.4%+23.0pp | 82.3%+16.1pp | 66.0%+32.4pp |
| Annual return | 25.84% | 23.72%+2.1pp | 62.55%-36.7pp | 31.51%-5.7pp |
| Employer contribution / active EE | $3,330 | $4,078-18.3% | $4,693-29.0% | $2,654+25.5% |
| Participant deferral / active EE | $13,370 | $7,985+67.4% | $7,997+67.2% | $4,375+205.6% |
| Admin fee / account holder | $123 | $548-77.5% | $13,435-99.1% | $834-85.2% |