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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 GROUP2+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $21,764 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,382 | $53,018-65.3% | $70,014-73.7% | $62,891-70.8% |
| Participation rate | 66.7% | 67.2%-0.5pp | 71.8%-5.1pp | 69.3%-2.6pp |
| Annual return | 5.86% | 13.35%-7.5pp | 12.99%-7.1pp | 20.14%-14.3pp |
| Employer contribution / active EE | $212 | $1,799-88.2% | $2,338-90.9% | $2,281-90.7% |
| Participant deferral / active EE | $1,630 | $2,395-31.9% | $2,931-44.4% | $3,203-49.1% |
| Admin fee / account holder | $234 | $3,690-93.7% | $4,380-94.7% | $4,296-94.6% |