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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,956 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $22,669 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,245 | $71,516-24.1% | $98,439-44.9% | $71,457-24.1% |
| Participation rate | 97.6% | 72.7%+24.9pp | 75.2%+22.4pp | 67.9%+29.6pp |
| Annual return | 18.19% | 32.41%-14.2pp | 21.16%-3.0pp | 28.85%-10.7pp |
| Employer contribution / active EE | $2,860 | $2,399+19.2% | $3,048-6.2% | $2,588+10.5% |
| Participant deferral / active EE | $4,744 | $4,109+15.5% | $4,738+0.1% | $4,289+10.6% |
| Admin fee / account holder | $204 | $1,675-87.8% | $8,948-97.7% | $1,587-87.1% |