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 | $58,526 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $20,625 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,421 | $58,347+53.3% | $85,682+4.4% | $86,799+3.0% |
| Participation rate | 69.4% | 64.9%+4.5pp | 69.9%-0.5pp | 72.3%-2.9pp |
| Annual return | 22.05% | 18.43%+3.6pp | 21.49%+0.6pp | 97.91%-75.9pp |
| Employer contribution / active EE | $3,770 | $1,751+115.3% | $2,618+44.0% | $2,405+56.7% |
| Participant deferral / active EE | $7,920 | $3,065+158.4% | $3,923+101.9% | $4,131+91.7% |
| Admin fee / account holder | $183 | $147+24.0% | $6,873-97.3% | $170+7.8% |