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 BENEFITS5+ years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 12 · EIN 71-0847266 | Recordkeeping and information managem... | $22,793 |
ANDCO CONSULTING3 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $13,125 |
FILLENWARTH DENNERLINE GROTH & TOWE1 year Filed as: FILLENWARTH, DENNERLINE, GROTH & TO Service code 29 · EIN 26-2311312 | Legal | $7,117 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,017 | $91,517+22.4% | $101,248+10.6% | $73,409+52.6% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 12.99% | 17.17%-4.2pp | 46.47%-33.5pp | 59.29%-46.3pp |
| Employer contribution / active EE | $7,564 | $2,877+163.0% | $3,660+106.7% | $2,234+238.7% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $121 | $216-44.1% | $5,945-98.0% | $158-23.5% |