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 |
|---|---|---|
HUNNEX AND SHOEMAKER, INC.2 years Filed as: HUNNEX & SHOEMAKER, INC. Service code 13 · EIN 91-1072394 | Contract Administrator | $7,329 |
Service code 15 · EIN 46-1817981 | Recordkeeping | $5,600 |
NATIONWIDE10+ years Service code 54 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Sales Loads | $3,833 |
Service code 15 · EIN 35-1140070 | Recordkeeping | $1,145 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Advisory (Participants) | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,395 | $50,815-81.5% | $155,509-94.0% | $77,643-87.9% |
| Participation rate | 55.3% | 63.1%-7.8pp | 78.2%-22.9pp | 70.6%-15.2pp |
| Annual return | 9.65% | 34.80%-25.2pp | 64.67%-55.0pp | 31.24%-21.6pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,302 | $2,822-53.9% | $5,626-76.9% | $4,647-72.0% |
| Admin fee / account holder | $46 | $437-89.5% | $15,912-99.7% | $430-89.3% |