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 GROUP6+ years Filed as: BURKE GROUP Service code 50 · EIN 80-0688755 | Direct Payment | $6,336 |
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 | $30,694 | $52,293-41.3% | $178,490-82.8% | $73,409-58.2% |
| Participation rate | 62.7% | 65.3%-2.6pp | 81.9%-19.2pp | 72.2%-9.4pp |
| Annual return | 15.31% | 34.75%-19.4pp | 151.07%-135.8pp | 59.29%-44.0pp |
| Employer contribution / active EE | $1,198 | $1,735-31.0% | $5,011-76.1% | $2,234-46.4% |
| Participant deferral / active EE | $2,605 | $2,332+11.7% | $5,202-49.9% | $3,805-31.5% |
| Admin fee / account holder | $26 | $127-79.7% | $13,984-99.8% | $158-83.6% |