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 5-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 37 · EIN 04-2647786 | Loan Processing | $36,074 |
USI CONSULTING GROUP2+ years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $35,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,694 | $104,475-55.3% | $159,436-70.7% | $79,386-41.2% |
| Participation rate | 97.4% | 76.6%+20.8pp | 82.8%+14.6pp | 70.7%+26.7pp |
| Annual return | 16.93% | 67.95%-51.0pp | 263.57%-246.6pp | 116.85%-99.9pp |
| Employer contribution / active EE | $689 | $3,417-79.8% | $4,829-85.7% | $2,427-71.6% |
| Participant deferral / active EE | $5,159 | $6,467-20.2% | $7,352-29.8% | $4,046+27.5% |
| Admin fee / account holder | $247 | $711-65.3% | $10,799-97.7% | $626-60.6% |