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 BENEFITS10+ years Service code 13 · EIN 71-0847266 | Contract Administrator | $93,827 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL, LLC Service code 16 · EIN 59-3676225 | Consulting | $48,000 |
Filed as: OSBORN, CARRIERO & ASSOCIATES Service code 11 · EIN 71-0631123 | Actuarial | $28,000 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARTNERS Service code 29 · EIN 03-0599899 | Legal | $19,448 |
L.M. HENDERSON & COMPANY, LLP10+ years Service code 10 · EIN 20-5520612 | Accounting | $10,760 |
ARNOLD & KADJAN10+ years Service code 29 · EIN 36-2498571 | Legal | $8,569 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $190,213-100.0% | $609,303-100.0% | $190,213-100.0% |
| Participation rate | 0.0% | 56.0%-56.0pp | 100.0%-100.0pp | 56.0%-56.0pp |
| Annual return | 10.04% | 9.63%+0.4pp | 11.98%-1.9pp | 9.63%+0.4pp |
| Employer contribution / active EE | $7,228 | $14,607-50.5% | $15,689-53.9% | $14,607-50.5% |
| Participant deferral / active EE | $0 | $0 | $5,332-100.0% | - |
| Admin fee / account holder | $0 | $822-100.0% | $2,007-100.0% | $822-100.0% |