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 GROUP8+ years Filed as: BURKE GROUP Service code 50 · EIN 80-0688755 | Direct Payment | $12,619 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,966 | $46,292-37.4% | $143,757-79.9% | $64,808-55.3% |
| Participation rate | 79.3% | 64.2%+15.1pp | 80.3%-1.0pp | 71.5%+7.8pp |
| Annual return | -16.74% | -10.05%-6.7pp | -0.04%-16.7pp | 32.82%-49.6pp |
| Employer contribution / active EE | $1,597 | $1,910-16.3% | $4,951-67.7% | $2,506-36.3% |
| Participant deferral / active EE | $3,410 | $2,646+28.9% | $5,637-39.5% | $4,310-20.9% |
| Admin fee / account holder | $45 | $154-70.5% | $14,673-99.7% | $188-75.8% |