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 3-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 GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $32,481 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,310 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $42,739 | $36,806+16.1% | $69,647-38.6% | $77,643-45.0% |
| Participation rate | 39.4% | 64.4%-25.0pp | 66.5%-27.1pp | 70.6%-31.2pp |
| Annual return | 13.27% | 38.81%-25.5pp | 100.48%-87.2pp | 31.24%-18.0pp |
| Employer contribution / active EE | $913 | $1,257-27.4% | $1,712-46.7% | $2,726-66.5% |
| Participant deferral / active EE | $2,505 | $2,738-8.5% | $2,886-13.2% | $4,647-46.1% |
| Admin fee / account holder | $118 | $507-76.8% | $4,713-97.5% | $430-72.6% |