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 GROUP1+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $780 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,397 | $54,320-7.2% | $67,652-25.5% | $52,331-3.7% |
| Participation rate | 21.8% | 73.6%-51.8pp | 75.7%-53.9pp | 68.1%-46.3pp |
| Annual return | 0.51% | 6.81%-6.3pp | 6625.04%-6624.5pp | 4.54%-4.0pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,146 | $2,950-61.1% | $3,560-67.8% | $3,022-62.1% |
| Admin fee / account holder | $14 | $527-97.4% | $4,821-99.7% | $592-97.7% |