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 10-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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $48,773 |
HUNNEX AND SHOEMAKER, INC.4+ years Service code 15 · EIN 91-1072394 | Recordkeeping | $0 |
Filed as: M HOLDINGS SECURITIES INC. Service code 22 · EIN 91-1802259 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,534 | $107,440-64.1% | $105,738-63.6% | $55,725-30.9% |
| Participation rate | 43.0% | 55.5%-12.5pp | 76.3%-33.3pp | 70.9%-27.9pp |
| Annual return | -5.89% | -0.59%-5.3pp | 6.27%-12.2pp | 244.93%-250.8pp |
| Employer contribution / active EE | $1,896 | $1,448+30.9% | $3,268-42.0% | $2,078-8.8% |
| Participant deferral / active EE | $3,961 | $2,171+82.5% | $4,080-2.9% | $3,356+18.1% |
| Admin fee / account holder | $131 | $283-53.7% | $6,913-98.1% | $115+14.0% |