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 GROUP4 years Filed as: USI ADVISORS Service code 27 · EIN 91-1176315 601 UNION STREET SUITE 1000 · SEATTLE, WA 98101 | Advisory (Plan) | $22,024 |
G. RUSSELL KNOBEL & ASSOCIATES, INC1 year Service code 15 · EIN 91-0964302 10900 NE 8TH ST SUITE 1310 · BELLEVUE, WA 98004 | Recordkeeping | $5,601 |
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 | $21,564 | $52,293-58.8% | $178,490-87.9% | $73,409-70.6% |
| Participation rate | 55.4% | 65.3%-9.9pp | 81.9%-26.5pp | 72.2%-16.7pp |
| Annual return | 18.21% | 34.75%-16.5pp | 151.07%-132.9pp | 59.29%-41.1pp |
| Employer contribution / active EE | $561 | $1,735-67.7% | $5,011-88.8% | $2,234-74.9% |
| Participant deferral / active EE | $1,498 | $2,332-35.8% | $5,202-71.2% | $3,805-60.6% |
| Admin fee / account holder | $119 | $127-6.3% | $13,984-99.1% | $158-24.4% |