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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,246 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $13,749 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,632 | $55,416-71.8% | $75,972-79.4% | $77,643-79.9% |
| Participation rate | 75.5% | 63.6%+11.9pp | 69.1%+6.4pp | 70.6%+4.9pp |
| Annual return | 14.65% | 17.07%-2.4pp | 359.55%-344.9pp | 31.24%-16.6pp |
| Employer contribution / active EE | $678 | $1,788-62.1% | $2,685-74.8% | $2,726-75.1% |
| Participant deferral / active EE | $2,096 | $3,447-39.2% | $4,255-50.7% | $4,647-54.9% |
| Admin fee / account holder | $169 | $414-59.1% | $6,467-97.4% | $430-60.7% |