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 49 PO BOX 24629 · SEATTLE, WA 98124 | Other Services | $2,897 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $908 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $139 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,170 | $101,317-56.4% | $146,958-69.9% | $74,495-40.7% |
| Participation rate | 87.1% | 75.5%+11.6pp | 82.2%+4.9pp | 67.2%+19.9pp |
| Annual return | 14.67% | 8730.91%-8716.2pp | 418.34%-403.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $123 | $3,810-96.8% | $4,933-97.5% | $2,623-95.3% |
| Participant deferral / active EE | $7,109 | $7,303-2.7% | $8,070-11.9% | $4,346+63.6% |
| Admin fee / account holder | $31 | $1,739-98.2% | $12,998-99.8% | $1,942-98.4% |