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 | $233,738 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,078 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $10,236 |
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 | $77,316 | $122,186-36.7% | $146,958-47.4% | $199,593-61.3% |
| Participation rate | 97.9% | 78.3%+19.6pp | 82.2%+15.8pp | 72.0%+25.9pp |
| Annual return | 18.30% | 30.56%-12.3pp | 418.34%-400.0pp | 34.25%-15.9pp |
| Employer contribution / active EE | $4,263 | $4,093+4.2% | $4,933-13.6% | $3,034+40.5% |
| Participant deferral / active EE | $14,399 | $8,502+69.4% | $8,070+78.4% | $5,087+183.1% |
| Admin fee / account holder | $91 | $179-49.0% | $12,998-99.3% | $269-66.1% |