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 3-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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 | Recordkeeping Fees | $22,180 |
Filed as: ONEDIGITAL INVESTMENT Service code 27 | Advisory (Plan) | $15,000 |
HUNNEX AND SHOEMAKER, INC.3+ years Service code 13 | Contract Administrator | $13,109 |
ALEXANDER AND WILLIAMS, PLLC1 year Service code 99 | Other Fees | $10,500 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 | Accounting | $5,251 |
Filed as: HUNNEX AND SHOEMAKER INC Service code 13 | Contract Administrator | $2,094 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,982 | $66,098-31.9% | $101,794-55.8% | $74,304-39.5% |
| Participation rate | 26.1% | 53.8%-27.7pp | 69.2%-43.1pp | 60.3%-34.3pp |
| Annual return | 14.75% | 19.59%-4.8pp | 30.53%-15.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $788 | $1,082-27.1% | $2,289-65.6% | $2,241-64.8% |
| Participant deferral / active EE | $1,735 | $2,781-37.6% | $4,084-57.5% | $3,767-53.9% |
| Admin fee / account holder | $603 | $4,146-85.4% | $8,777-93.1% | $2,969-79.7% |