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: KESTRA ADVISORY SERVICES LLC Service code 27 | Advisory (Plan) | $21,252 |
Filed as: PUTNAM INVESTMENTS Service code 64 | Recordkeeping Fees | $15,749 |
HUNNEX AND SHOEMAKER, INC.4 years Filed as: HUNNEX AND SHOMAKER, INC. Service code 13 | Contract Administrator | $6,896 |
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 | $63,102 | $73,638-14.3% | $95,952-34.2% | $73,488-14.1% |
| Participation rate | 93.2% | 76.2%+17.0pp | 77.1%+16.1pp | 70.7%+22.5pp |
| Annual return | 9.55% | 16.78%-7.2pp | 91.61%-82.1pp | 28.51%-19.0pp |
| Employer contribution / active EE | $889 | $1,863-52.3% | $2,541-65.0% | $2,270-60.8% |
| Participant deferral / active EE | $4,701 | $3,617+30.0% | $4,167+12.8% | $3,740+25.7% |
| Admin fee / account holder | $297 | $482-38.5% | $6,795-95.6% | $513-42.2% |