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 5-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 ADVISORS INC Service code 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $31,888 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $22,892 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,452 | $57,831-26.6% | $82,389-48.5% | $85,563-50.4% |
| Participation rate | 92.6% | 55.0%+37.6pp | 69.5%+23.0pp | 66.0%+26.6pp |
| Annual return | 17.13% | 17.86%-0.7pp | 28.67%-11.5pp | 31.51%-14.4pp |
| Employer contribution / active EE | $1,203 | $1,643-26.8% | $2,517-52.2% | $2,654-54.7% |
| Participant deferral / active EE | $3,970 | $3,118+27.3% | $4,155-4.4% | $4,375-9.3% |
| Admin fee / account holder | $222 | $1,391-84.0% | $7,231-96.9% | $834-73.3% |