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 |
|---|---|---|
UMR1 year Service code 14 · EIN 39-1995276 | Plan Administrator | $32,580 |
KERBER, ECK & BRAECKEL LLP7 years Filed as: KERBER, ECK & BRAECKEL, LLP Service code 10 · EIN 43-0352985 | Accounting | $15,350 |
HEALTHSCOPE BENEFITS5 years Service code 14 · EIN 71-0847266 | Plan Administrator | $9,600 |
CAVANAGH & O'HARA3 years Filed as: CAVANAGH OHARA Service code 29 · EIN 37-1259635 | Legal | $6,892 |
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 | $241,101-100.0% | $103,333-100.0% | $199,593-100.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 74.5%-74.5pp | 72.0%-72.0pp |
| Annual return | 16.03% | 17.80%-1.8pp | 24.88%-8.9pp | 34.25%-18.2pp |
| Employer contribution / active EE | $2,654 | $4,244-37.5% | $3,868-31.4% | $3,034-12.5% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $288-100.0% | $8,355-100.0% | $269-100.0% |