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 BENEFITS3 years Service code 14 · EIN 71-0847266 | Plan Administrator | $41,565 |
KERBER, ECK & BRAECKEL LLP5 years Filed as: KERBER, ECK & BRAECKEL, LLP Service code 10 · EIN 43-0352985 | Accounting | $13,850 |
CAVANAGH & O'HARA1 year Filed as: CAVANAGH OHARA Service code 29 · EIN 37-1259635 | Legal | $8,544 |
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 | $76,774-100.0% | $112,228-100.0% | $77,904-100.0% |
| Participation rate | 0.0% | 80.2%-80.2pp | 75.1%-75.1pp | 73.7%-73.7pp |
| Annual return | 1.63% | -10.25%+11.9pp | 27.45%-25.8pp | 12.21%-10.6pp |
| Employer contribution / active EE | $1,849 | $3,977-53.5% | $3,635-49.1% | $2,848-35.1% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $239-100.0% | $6,410-100.0% | $133-100.0% |