See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HEALTHSCOPE BENEFITS4+ years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 12 · EIN 71-0847266 | Contract Administrator; Claims proces... | $22,373 |
ANDCO CONSULTING2 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $17,500 |
THIEME & ADAIR, CPAS4+ years Service code 10 · EIN 35-1929868 | Accounting | $16,745 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,388 | $66,601+49.2% | $92,893+7.0% | $67,579+47.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 3.23% | 92.58%-89.3pp | 109.41%-106.2pp | 378.56%-375.3pp |
| Employer contribution / active EE | $6,406 | $2,775+130.8% | $3,653+75.4% | $2,148+198.3% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $174 | $199-12.5% | $5,794-97.0% | $142+22.3% |