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 BENEFITS4 years Service code 14 · EIN 71-0847266 | Plan Administrator | $31,050 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMNT CO Service code 26 · EIN 23-9201805 | Advisory (Participants) | $30,006 |
BENESYS, INC.1 year Filed as: UNITED ACTUARIAL SERVICES INC Service code 17 · EIN 35-2156428 | Pension Consulting | $14,500 |
CALIBRE CPA GROUP PLLC9+ years Service code 10 · EIN 47-0900880 | Accounting | $11,250 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $11,043 |
CAVANAGH & O'HARA8 years Filed as: CAVANAUGH & O'HARA, LLP Service code 29 · EIN 37-1259635 | Legal | $7,204 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,581 | $80,724+43.2% | $103,333+11.9% | $74,495+55.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 16.53% | 27.56%-11.0pp | 24.88%-8.4pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $6,406 | $3,157+102.9% | $3,868+65.6% | $2,623+144.2% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $902 | $2,368-61.9% | $8,355-89.2% | $1,942-53.6% |