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 |
|---|---|---|
USI CONSULTING GROUP7 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $25,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,738 |
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).
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 | $183,119 | $88,890+106.0% | $102,423+78.8% | $77,643+135.8% |
| Participation rate | 58.9% | 80.9%-22.0pp | 76.5%-17.6pp | 70.6%-11.7pp |
| Annual return | 19.96% | 24.98%-5.0pp | 29.32%-9.4pp | 31.24%-11.3pp |
| Employer contribution / active EE | $1,614 | $2,698-40.2% | $3,023-46.6% | $2,726-40.8% |
| Participant deferral / active EE | $4,605 | $5,145-10.5% | $5,053-8.9% | $4,647-0.9% |
| Admin fee / account holder | $130 | $235-44.9% | $9,451-98.6% | $430-69.8% |