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 15 · EIN 06-1397347 | Recordkeeping | $87,490 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,257 |
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 | $106,484 | $131,153-18.8% | $101,326+5.1% | $102,872+3.5% |
| Participation rate | 79.5% | 80.8%-1.2pp | 81.5%-2.0pp | 73.0%+6.5pp |
| Annual return | 17.03% | 23.05%-6.0pp | 36.82%-19.8pp | 19.06%-2.0pp |
| Employer contribution / active EE | $2,983 | $3,900-23.5% | $3,665-18.6% | $3,526-15.4% |
| Participant deferral / active EE | $13,380 | $10,801+23.9% | $7,994+67.4% | $5,535+141.7% |
| Admin fee / account holder | $105 | $140-24.4% | $11,185-99.1% | $292-63.9% |