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 GROUP5 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $37,000 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,218 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $5,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,017 |
Employer contribution per participant 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 | $88,766 | $129,021-31.2% | $184,203-51.8% | $77,643+14.3% |
| Participation rate | 76.9% | 87.3%-10.4pp | 86.8%-9.9pp | 70.6%+6.3pp |
| Annual return | 16.84% | 33.27%-16.4pp | 28.81%-12.0pp | 31.24%-14.4pp |
| Employer contribution / active EE | $1,386 | $4,413-68.6% | $6,427-78.4% | $2,726-49.1% |
| Participant deferral / active EE | $5,315 | $7,297-27.2% | $9,131-41.8% | $4,647+14.4% |
| Admin fee / account holder | $109 | $254-57.0% | $13,901-99.2% | $430-74.6% |