Filed October 19, 2023
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP7+ years Filed as: BURKE GROUP Service code 50 · EIN 80-0688755 | Direct Payment | $10,326 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,390 | $61,156-38.9% | $185,823-79.9% | $79,386-52.9% |
| Participation rate | 75.3% | 66.6%+8.7pp | 81.7%-6.4pp | 70.7%+4.6pp |
| Annual return | 15.40% | 19.45%-4.1pp | 122.05%-106.7pp | 116.85%-101.5pp |
| Employer contribution / active EE | $1,652 | $2,321-28.8% | $5,167-68.0% | $2,427-31.9% |
| Participant deferral / active EE | $3,607 | $2,789+29.3% | $5,568-35.2% | $4,046-10.8% |
| Admin fee / account holder | $41 | $710-94.2% | $16,237-99.7% | $626-93.4% |