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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $27,798 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,910 |
HUNNEX AND SHOEMAKER, INC.7 years Filed as: HUNNEX AND SHOEMAKER Service code 15 · EIN 91-1072394 | Recordkeeping | $3,642 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $104,882 | $102,317+2.5% | $146,958-28.6% | $80,856+29.7% |
| Participation rate | 90.1% | 75.8%+14.3pp | 82.2%+8.0pp | 67.6%+22.5pp |
| Annual return | 18.42% | 134.76%-116.3pp | 418.34%-399.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $11,131 | $3,713+199.8% | $4,933+125.6% | $2,755+304.0% |
| Participant deferral / active EE | $15,354 | $6,644+131.1% | $8,070+90.3% | $4,296+257.4% |
| Admin fee / account holder | $333 | $7,941-95.8% | $12,998-97.4% | $6,918-95.2% |