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 GROUP10+ years Filed as: BURKE GROUP Service code 50 · EIN 80-0688755 | Direct Payment | $19,870 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,997 | $55,415-29.6% | $155,509-74.9% | $74,495-47.7% |
| Participation rate | 84.3% | 61.9%+22.4pp | 78.2%+6.1pp | 67.2%+17.1pp |
| Annual return | 14.17% | 268.50%-254.3pp | 64.67%-50.5pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,132 | $2,267-5.9% | $4,672-54.4% | $2,623-18.7% |
| Participant deferral / active EE | $4,146 | $2,836+46.2% | $5,626-26.3% | $4,346-4.6% |
| Admin fee / account holder | $65 | $1,738-96.2% | $15,912-99.6% | $1,942-96.6% |