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: GALLAGHER BENEFIT SERVICES Service code 27 | Advisory (Plan) | $24,150 |
MOSS ADAMS LLP5 years Filed as: MOSS ADAMS Service code 10 | Accounting | $22,575 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $18,696 |
HUNNEX AND SHOEMAKER, INC.7 years Filed as: HUNNEX AND SHOMAKER, INC. Service code 13 | Contract Administrator | $11,949 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,226 | $76,050-11.6% | $96,544-30.4% | $71,457-5.9% |
| Participation rate | 95.5% | 74.4%+21.1pp | 76.0%+19.6pp | 67.9%+27.6pp |
| Annual return | 13.56% | 22.81%-9.2pp | 25.84%-12.3pp | 28.85%-15.3pp |
| Employer contribution / active EE | $4,449 | $2,244+98.3% | $2,965+50.1% | $2,588+72.0% |
| Participant deferral / active EE | $6,144 | $4,215+45.8% | $4,851+26.7% | $4,289+43.3% |
| Admin fee / account holder | $519 | $2,707-80.8% | $8,252-93.7% | $1,587-67.3% |