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 |
|---|---|---|
NATIONWIDE7 years Service code 15 · EIN 31-4156830 | Recordkeeping | $21,765 |
CLARK NUBER1 year Filed as: CLARK NUBER P.S. Service code 10 · EIN 91-1194016 | Accounting | $18,480 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $17,602 |
HUNNEX AND SHOEMAKER, INC.7 years Filed as: HUNNEX & SHOEMAKER Service code 13 · EIN 91-1072394 | Contract Administrator | $5,763 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,187 | $100,923-35.4% | $150,045-56.6% | $74,304-12.3% |
| Participation rate | 95.0% | 70.1%+25.0pp | 82.3%+12.7pp | 60.3%+34.7pp |
| Annual return | 19.74% | 51.77%-32.0pp | 62.55%-42.8pp | 29.43%-9.7pp |
| Employer contribution / active EE | $1,921 | $3,463-44.5% | $4,693-59.1% | $2,241-14.3% |
| Participant deferral / active EE | $10,511 | $6,709+56.7% | $7,997+31.4% | $3,767+179.0% |
| Admin fee / account holder | $260 | $2,767-90.6% | $13,435-98.1% | $2,969-91.3% |