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 BENEFITS3 years Service code 14 · EIN 71-0847266 | Plan Administrator | $30,784 |
CAVANAGH & O'HARA7 years Filed as: CAVANAUGH & O'HARA, LLP Service code 29 · EIN 37-1259635 | Legal | $26,873 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMNT CO Service code 27 · EIN 23-9201805 | Advisory (Plan) | $21,833 |
CALIBRE CPA GROUP PLLC8+ years Service code 10 · EIN 47-0900880 | Accounting | $10,750 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $7,933 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $115,195 | $76,670+50.2% | $96,683+19.1% | $71,457+61.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 9.88% | 48.29%-38.4pp | 35.69%-25.8pp | 28.85%-19.0pp |
| Employer contribution / active EE | $5,834 | $3,031+92.4% | $3,737+56.1% | $2,588+125.4% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $742 | $2,028-63.4% | $6,730-89.0% | $1,587-53.2% |