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 GROUP3+ years Filed as: BURKE GROUP Service code 50 · EIN 80-0688755 | Direct Payment | $6,515 |
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 | $44,002 | $55,453-20.7% | $170,442-74.2% | $62,292-29.4% |
| Participation rate | 45.4% | 66.4%-21.0pp | 83.6%-38.2pp | 69.5%-24.1pp |
| Annual return | 13.92% | 21.38%-7.5pp | 205.93%-192.0pp | 28.90%-15.0pp |
| Employer contribution / active EE | $960 | $2,164-55.6% | $5,433-82.3% | $2,042-53.0% |
| Participant deferral / active EE | $1,794 | $2,303-22.1% | $4,939-63.7% | $3,169-43.4% |
| Admin fee / account holder | $40 | $455-91.2% | $13,880-99.7% | $479-91.7% |