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 15 · EIN 13-3689044 | Recordkeeping | $79,083 |
USI CONSULTING GROUP2 years Filed as: USI SECURITIES, INC. Service code 22 · EIN 06-1493970 | Insurance Broker | $48,331 |
COMPASS 360, LLC2 years Service code 15 · EIN 81-1939215 118 PORTSMOUTH AVENUE · STRATHAM, NH 03885 | Recordkeeping | $6,511 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $3,913 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $400 |
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 | $65,353 | $48,750+34.1% | $88,946-26.5% | $74,304-12.0% |
| Participation rate | 96.3% | 44.5%+51.8pp | 68.8%+27.4pp | 60.3%+35.9pp |
| Annual return | 20.04% | 25.91%-5.9pp | 57.82%-37.8pp | 29.43%-9.4pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $15,592 | $2,423+543.5% | $4,581+240.3% | $3,767+313.9% |
| Admin fee / account holder | $266 | $3,756-92.9% | $8,261-96.8% | $2,969-91.0% |