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 13 · EIN 42-0127290 | Contract Administrator | $81,328 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $23,986 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,260 | $56,467-11.0% | $95,585-47.4% | $102,872-51.1% |
| Participation rate | 41.1% | 62.1%-21.0pp | 72.1%-31.0pp | 73.0%-32.0pp |
| Annual return | 15.04% | 17.94%-2.9pp | 38.56%-23.5pp | 19.06%-4.0pp |
| Employer contribution / active EE | $795 | $1,216-34.6% | $2,527-68.5% | $3,526-77.5% |
| Participant deferral / active EE | $1,521 | $3,007-49.4% | $4,023-62.2% | $5,535-72.5% |
| Admin fee / account holder | $160 | $112+42.2% | $6,127-97.4% | $292-45.3% |