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 |
|---|---|---|
HEALTHSCOPE BENEFITS2+ years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 12 · EIN 71-0847266 | Consulting (pension); Contract Admini... | $22,170 |
THE BOGDAHN GROUP2+ years Filed as: BOGDAHN CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $17,500 |
THIEME & ADAIR, CPAS2+ years Service code 10 · EIN 35-1929868 | Accounting | $8,070 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,960 | $60,545+37.0% | $92,233-10.1% | $69,631+19.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 14.68% | 19.71%-5.0pp | 176.28%-161.6pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $5,805 | $2,633+120.4% | $3,679+57.8% | $2,032+185.6% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $138 | $145-4.7% | $5,194-97.3% | $110+24.9% |