See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HEALTHSCOPE BENEFITS2 years Service code 14 · EIN 71-0847266 | Plan Administrator | $42,340 |
KERBER, ECK & BRAECKEL LLP4 years Filed as: KERBER, ECK & BRAECKEL, LLP Service code 10 · EIN 43-0352985 | Accounting | $13,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $219,709-100.0% | $109,143-100.0% | - |
| Participation rate | 0.0% | 61.5%-61.5pp | 75.9%-75.9pp | - |
| Annual return | 28.71% | 14.84%+13.9pp | 25.75%+3.0pp | - |
| Employer contribution / active EE | $1,576 | $2,247-29.9% | $3,722-57.7% | - |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,653-100.0% | - |
| Admin fee / account holder | $0 | $13,236-100.0% | $6,752-100.0% | - |