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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.
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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 GROUP1 year Filed as: USI ADVISORS,INC. Service code 99 · EIN 06-1397347 | Other Fees | $24,720 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,592 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,015 | $185,342-47.7% | $111,297-12.8% | $86,799+11.8% |
| Participation rate | 44.6% | 81.0%-36.4pp | 77.3%-32.7pp | 72.3%-27.7pp |
| Annual return | 10.47% | 500.80%-490.3pp | 54.65%-44.2pp | 97.91%-87.4pp |
| Employer contribution / active EE | $1,193 | $2,246-46.9% | $2,731-56.3% | $2,405-50.4% |
| Participant deferral / active EE | $2,295 | $4,458-48.5% | $4,487-48.8% | $4,131-44.4% |
| Admin fee / account holder | $28 | $255-89.1% | $7,964-99.7% | $170-83.6% |