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 Service code 14 · EIN 71-0847266 | Plan Administrator | $30,000 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMNT CO Service code 26 · EIN 39-2018056 | Advisory (Participants) | $28,993 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900880 | Accounting | $11,750 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $10,120 |
CAVANAGH & O'HARA9 years Filed as: CAVANAUGH & O'HARA, LLP Service code 29 · EIN 37-1259635 | Legal | $6,860 |
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 | $115,998 | $86,944+33.4% | $107,525+7.9% | $74,304+56.1% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 12.63% | 23.52%-10.9pp | 181.32%-168.7pp | 29.43%-16.8pp |
| Employer contribution / active EE | $5,856 | $2,757+112.4% | $3,754+56.0% | $2,241+161.3% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $772 | $3,727-79.3% | $8,919-91.3% | $2,969-74.0% |