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 GROUP3 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $26,949 |
SABEY CPA, PLLC2 years Service code 10 · EIN 83-2111556 | Accounting | $11,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,816 |
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 | $88,769 | $70,908+25.2% | $98,907-10.3% | $73,488+20.8% |
| Participation rate | 95.3% | 73.8%+21.6pp | 76.0%+19.3pp | 70.7%+24.7pp |
| Annual return | 14.07% | 34.17%-20.1pp | 196.43%-182.4pp | 28.51%-14.4pp |
| Employer contribution / active EE | $2,313 | $2,036+13.6% | $2,689-14.0% | $2,270+1.9% |
| Participant deferral / active EE | $4,437 | $3,500+26.8% | $4,244+4.5% | $3,740+18.7% |
| Admin fee / account holder | $272 | $535-49.1% | $6,642-95.9% | $513-46.9% |