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 BENEFITS4 years Service code 14 · EIN 71-0847266 | Plan Administrator | $43,062 |
KERBER, ECK & BRAECKEL LLP6 years Filed as: KERBER, ECK & BRAECKEL, LLP Service code 10 · EIN 43-0352985 | Accounting | $14,550 |
CAVANAGH & O'HARA2 years Filed as: CAVANAGH OHARA Service code 29 · EIN 37-1259635 | Legal | $9,024 |
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 | $88,480-100.0% | $96,683-100.0% | $80,160-100.0% |
| Participation rate | 0.0% | 79.9%-79.9pp | 74.3%-74.3pp | 72.9%-72.9pp |
| Annual return | -6.42% | 22.53%-28.9pp | 35.69%-42.1pp | 40.38%-46.8pp |
| Employer contribution / active EE | $2,330 | $4,176-44.2% | $3,737-37.6% | $2,978-21.7% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $6,730-100.0% | $145-100.0% |