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.3 years Filed as: HUNNEX & SHOEMAKER, INC Service code 49 PO BOX 24629 · SEATTLE, WA 98124 | Other Services | $3,560 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $504 |
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 99 · EIN 47-5476782 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,871 | $100,923-55.5% | $150,045-70.1% | $74,304-39.6% |
| Participation rate | 92.7% | 70.1%+22.6pp | 82.3%+10.4pp | 60.3%+32.3pp |
| Annual return | 18.77% | 51.77%-33.0pp | 62.55%-43.8pp | 29.43%-10.7pp |
| Employer contribution / active EE | $1,036 | $3,463-70.1% | $4,693-77.9% | $2,241-53.8% |
| Participant deferral / active EE | $8,039 | $6,709+19.8% | $7,997+0.5% | $3,767+113.4% |
| Admin fee / account holder | $104 | $2,767-96.3% | $13,435-99.2% | $2,969-96.5% |