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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $98 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $98 |
Filed as: HUNNEX & SHOEMAKER, INC Service code 49 PO BOX 24629 · SEATTLE, WA 98124 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,738 | $93,571-52.2% | $135,903-67.1% | $75,163-40.5% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.6pp | 67.2%+29.4pp |
| Annual return | 20.94% | 30.90%-10.0pp | 68.23%-47.3pp | 160.62%-139.7pp |
| Employer contribution / active EE | $96 | $3,537-97.3% | $4,856-98.0% | $2,670-96.4% |
| Participant deferral / active EE | $9,022 | $6,404+40.9% | $7,758+16.3% | $4,125+118.7% |
| Admin fee / account holder | $90 | $6,975-98.7% | $10,762-99.2% | $5,651-98.4% |