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 6-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 13 · EIN 42-0127290 | Contract Administrator | $42,139 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $39,374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,844 | $50,982-19.9% | $154,803-73.6% | $85,563-52.3% |
| Participation rate | 29.9% | 59.8%-29.8pp | 78.1%-48.1pp | 66.0%-36.0pp |
| Annual return | 21.29% | 30.35%-9.1pp | 58.88%-37.6pp | 31.51%-10.2pp |
| Employer contribution / active EE | $788 | $1,708-53.9% | $4,305-81.7% | $2,654-70.3% |
| Participant deferral / active EE | $2,098 | $2,474-15.2% | $5,540-62.1% | $4,375-52.0% |
| Admin fee / account holder | $247 | $846-70.8% | $14,329-98.3% | $834-70.4% |