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 GROUP5+ years Filed as: BURKE GROUP Service code 50 · EIN 80-0688755 | Direct Payment | $6,404 |
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 | $28,012 | $62,928-55.5% | $172,739-83.8% | $67,579-58.5% |
| Participation rate | 57.9% | 64.5%-6.6pp | 82.6%-24.8pp | 71.3%-13.4pp |
| Annual return | 21.32% | 30.36%-9.0pp | 802.84%-781.5pp | 378.56%-357.2pp |
| Employer contribution / active EE | $1,078 | $1,636-34.1% | $5,143-79.0% | $2,148-49.8% |
| Participant deferral / active EE | $2,170 | $2,145+1.2% | $5,198-58.2% | $3,539-38.7% |
| Admin fee / account holder | $28 | $167-82.9% | $13,954-99.8% | $142-80.0% |