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 99 · EIN 71-0294708 | Other Fees | $49,872 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS,INC. Service code 99 · EIN 06-1397347 | Other Fees | $25,147 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,613 | $98,727+22.2% | $113,168+6.6% | $85,563+41.0% |
| Participation rate | 45.6% | 80.8%-35.2pp | 76.6%-31.0pp | 66.0%-20.4pp |
| Annual return | 13.69% | 17.43%-3.7pp | 24.27%-10.6pp | 31.51%-17.8pp |
| Employer contribution / active EE | $1,314 | $2,907-54.8% | $2,975-55.8% | $2,654-50.5% |
| Participant deferral / active EE | $2,248 | $5,424-58.6% | $5,107-56.0% | $4,375-48.6% |
| Admin fee / account holder | $354 | $357-0.8% | $12,068-97.1% | $834-57.6% |