Filed October 19, 2023
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: BURKE GROUP Service code 50 · EIN 80-0688755 | Direct Payment | $6,345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,804 | $46,360-33.6% | $147,614-79.1% | $52,331-41.1% |
| Participation rate | 37.3% | 64.9%-27.7pp | 84.6%-47.3pp | 68.1%-30.8pp |
| Annual return | -0.25% | 1.62%-1.9pp | 61.98%-62.2pp | 4.54%-4.8pp |
| Employer contribution / active EE | $548 | $2,126-74.2% | $5,564-90.2% | $1,882-70.9% |
| Participant deferral / active EE | $1,135 | $2,258-49.7% | $4,895-76.8% | $3,022-62.4% |
| Admin fee / account holder | $47 | $766-93.9% | $11,611-99.6% | $592-92.1% |