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 GROUP3 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $32,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,427 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,276 | $76,050+43.7% | $96,544+13.2% | $71,457+52.9% |
| Participation rate | 94.0% | 74.4%+19.6pp | 76.0%+18.0pp | 67.9%+26.1pp |
| Annual return | 19.95% | 22.81%-2.9pp | 25.84%-5.9pp | 28.85%-8.9pp |
| Employer contribution / active EE | $2,708 | $2,244+20.7% | $2,965-8.7% | $2,588+4.7% |
| Participant deferral / active EE | $7,602 | $4,215+80.3% | $4,851+56.7% | $4,289+77.2% |
| Admin fee / account holder | $238 | $2,707-91.2% | $8,252-97.1% | $1,587-85.0% |