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 |
|---|---|---|
Filed as: HUNTER-MICHAEL INVESTMENT ADVISORS Service code 27 · EIN 54-1870462 | Advisory (Plan) | $18,924 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$229 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,882 | $80,177+3.4% | $123,892-33.1% | $57,658+43.7% |
| Participation rate | 90.0% | 74.4%+15.6pp | 81.4%+8.6pp | 70.2%+19.8pp |
| Annual return | 6.76% | 17.90%-11.1pp | 47.52%-40.8pp | 5.13%+1.6pp |
| Employer contribution / active EE | $1,475 | $2,913-49.4% | $4,617-68.1% | $1,974-25.3% |
| Participant deferral / active EE | $7,551 | $5,130+47.2% | $5,984+26.2% | $3,061+146.7% |
| Admin fee / account holder | $169 | $106+58.9% | $8,357-98.0% | $95+78.7% |