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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $76,874 |
USI CONSULTING GROUP1+ years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $57,008 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,466 | $48,698+3.6% | $93,606-46.1% | $199,593-74.7% |
| Participation rate | 90.2% | 63.5%+26.6pp | 68.7%+21.5pp | 72.0%+18.2pp |
| Annual return | 256.80% | 15.34%+241.5pp | 133.20%+123.6pp | 34.25%+222.5pp |
| Employer contribution / active EE | $1,803 | $1,135+58.9% | $2,420-25.5% | $3,034-40.6% |
| Participant deferral / active EE | $3,664 | $2,817+30.1% | $4,411-16.9% | $5,087-28.0% |
| Admin fee / account holder | $111 | $195-43.2% | $8,285-98.7% | $269-58.8% |