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 GROUP5 years Filed as: USI SECURITIES INC Service code 13 · EIN 06-1493970 | Contract Administrator | $25,406 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP INC Service code 13 · EIN 06-1053228 | Contract Administrator | $2,483 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,594 | $79,171-71.5% | $102,423-77.9% | $74,495-69.7% |
| Participation rate | 86.6% | 74.8%+11.8pp | 76.5%+10.1pp | 67.2%+19.4pp |
| Annual return | 13.21% | 54.93%-41.7pp | 29.32%-16.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,030 | $2,362-14.1% | $3,023-32.9% | $2,623-22.6% |
| Participant deferral / active EE | $3,577 | $4,415-19.0% | $5,053-29.2% | $4,346-17.7% |
| Admin fee / account holder | $109 | $2,001-94.5% | $9,451-98.8% | $1,942-94.4% |