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 GROUP4+ years Filed as: BURKE GROUP Service code 50 · EIN 80-0688755 | Direct Payment | $5,719 |
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 | $27,683 | $37,196-25.6% | $154,107-82.0% | $55,725-50.3% |
| Participation rate | 45.7% | 64.1%-18.4pp | 83.0%-37.4pp | 70.9%-25.2pp |
| Annual return | -4.34% | 1319.68%-1324.0pp | 735.12%-739.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $985 | $1,614-39.0% | $5,298-81.4% | $2,078-52.6% |
| Participant deferral / active EE | $1,832 | $2,068-11.4% | $5,081-63.9% | $3,356-45.4% |
| Admin fee / account holder | $34 | $102-66.9% | $13,411-99.7% | $115-70.8% |