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 · EIN 06-1397347 | Advisory (Plan) | $16,750 |
ASSET STRATEGY CONSULTANTS5+ years Filed as: LOWERY ASSET CONSULTING Service code 27 · EIN 35-2173959 | Advisory (Plan) | $14,175 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,979 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,329 | $99,957+42.4% | $149,696-4.9% | $73,488+93.7% |
| Participation rate | 90.9% | 75.7%+15.2pp | 82.5%+8.4pp | 70.7%+20.2pp |
| Annual return | 13.70% | 53.87%-40.2pp | 276.60%-262.9pp | 28.51%-14.8pp |
| Employer contribution / active EE | $4,057 | $3,191+27.1% | $4,644-12.6% | $2,270+78.7% |
| Participant deferral / active EE | $9,217 | $6,073+51.8% | $6,842+34.7% | $3,740+146.5% |
| Admin fee / account holder | $136 | $551-75.3% | $9,309-98.5% | $513-73.5% |