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 GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $25,145 |
MKD CPAS PLLC4+ years Service code 10 · EIN 45-1070919 | Accounting | $9,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,906 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,933 | $58,083+11.8% | $80,019-18.9% | $56,287+15.4% |
| Participation rate | 95.2% | 73.6%+21.6pp | 75.8%+19.3pp | 69.9%+25.3pp |
| Annual return | -4.72% | 34.61%-39.3pp | 11.22%-15.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,256 | $1,932+16.8% | $2,468-8.6% | $2,111+6.9% |
| Participant deferral / active EE | $4,055 | $3,135+29.3% | $3,686+10.0% | $3,350+21.0% |
| Admin fee / account holder | $223 | $623-64.3% | $6,521-96.6% | $521-57.3% |