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 Service code 14 · EIN 71-0847266 | Plan Administrator | $23,813 |
KERBER, ECK & BRAECKEL LLP3 years Filed as: KERBER, ECK & BRAECKEL, LLP Service code 10 · EIN 43-0352985 | Accounting | $13,250 |
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 | $91,517-100.0% | $101,248-100.0% | $73,409-100.0% |
| Participation rate | 0.0% | 73.8%-73.8pp | 75.8%-75.8pp | 72.2%-72.2pp |
| Annual return | -4.48% | 17.17%-21.7pp | 46.47%-51.0pp | 59.29%-63.8pp |
| Employer contribution / active EE | $1,588 | $2,877-44.8% | $3,660-56.6% | $2,234-28.9% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,945-100.0% | $158-100.0% |