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 | $183,200 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $29,355 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,633 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,944 | $52,660-86.8% | $86,612-92.0% | $80,160-91.3% |
| Participation rate | 65.9% | 62.4%+3.4pp | 71.7%-5.8pp | 72.9%-7.1pp |
| Annual return | 17.17% | 24.87%-7.7pp | 591.07%-573.9pp | 40.38%-23.2pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $3,022-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $1,034 | $3,215-67.8% | $4,438-76.7% | $5,017-79.4% |
| Admin fee / account holder | $65 | $113-42.3% | $5,614-98.8% | $145-55.1% |