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 9-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 BENEFITS1 year Filed as: HEALTHSCOPE Service code 14 · EIN 71-0847266 | Plan Administrator | $17,132 |
KERBER, ECK & BRAECKEL LLP2 years Filed as: KERBER, ECK & BRAECKEL, LLP Service code 10 · EIN 43-0352985 | Accounting | $14,264 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $66,601-100.0% | $92,893-100.0% | $67,579-100.0% |
| Participation rate | 0.0% | 72.5%-72.5pp | 76.0%-76.0pp | 71.3%-71.3pp |
| Annual return | 6.87% | 92.58%-85.7pp | 109.41%-102.5pp | 378.56%-371.7pp |
| Employer contribution / active EE | $2,046 | $2,775-26.3% | $3,653-44.0% | $2,148-4.7% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,794-100.0% | $142-100.0% |