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 GROUP9+ years Filed as: BURKE GROUP Service code 50 · EIN 80-0688755 | Direct Payment | $17,302 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,562 | $61,272-42.0% | $149,673-76.2% | $71,457-50.2% |
| Participation rate | 82.1% | 62.5%+19.6pp | 78.8%+3.3pp | 67.9%+14.2pp |
| Annual return | 18.99% | 35.85%-16.9pp | 134.42%-115.4pp | 28.85%-9.9pp |
| Employer contribution / active EE | $2,001 | $2,378-15.9% | $4,818-58.5% | $2,588-22.7% |
| Participant deferral / active EE | $4,110 | $2,917+40.9% | $5,680-27.6% | $4,289-4.2% |
| Admin fee / account holder | $62 | $1,261-95.1% | $13,210-99.5% | $1,587-96.1% |