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 |
|---|---|---|
MOSS ADAMS LLP4 years Filed as: MOSS ADAMS Service code 10 | Accounting | $21,000 |
Filed as: PUTNAM INVESTMENTS Service code 64 | Recordkeeping Fees | $18,182 |
HUNNEX AND SHOEMAKER, INC.6 years Filed as: HUNNEX AND SHOMAKER, INC. Service code 13 | Contract Administrator | $12,891 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 | Advisory (Plan) | $12,575 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 | Advisory (Plan) | $11,115 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,931 | $65,435-6.9% | $86,677-29.7% | $66,914-8.9% |
| Participation rate | 92.0% | 75.5%+16.5pp | 76.6%+15.4pp | 69.8%+22.2pp |
| Annual return | -13.95% | -10.89%-3.1pp | 35.91%-49.9pp | 1.58%-15.5pp |
| Employer contribution / active EE | $4,087 | $2,153+89.8% | $2,836+44.1% | $2,544+60.6% |
| Participant deferral / active EE | $5,996 | $4,100+46.2% | $4,656+28.8% | $4,237+41.5% |
| Admin fee / account holder | $441 | $642-31.3% | $7,493-94.1% | $593-25.7% |