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 GROUP2+ years Filed as: BURKE GROUP Service code 50 · EIN 80-0688755 | Direct Payment | $7,052 |
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 | $30,504 | $36,916-17.4% | $156,549-80.5% | $57,658-47.1% |
| Participation rate | 38.1% | 63.4%-25.3pp | 84.0%-45.9pp | 70.2%-32.1pp |
| Annual return | 9.27% | 12.38%-3.1pp | 32.23%-23.0pp | 5.13%+4.1pp |
| Employer contribution / active EE | $1,501 | $1,571-4.4% | $5,501-72.7% | $1,974-23.9% |
| Participant deferral / active EE | $773 | $1,926-59.9% | $4,871-84.1% | $3,061-74.7% |
| Admin fee / account holder | $45 | $82-45.5% | $13,027-99.7% | $95-52.5% |