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) | $28,232 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 | Other Fees | $26,249 |
MOSS ADAMS LLP6 years Filed as: MOSS ADAMS Service code 10 · EIN 91-1891822 | Accounting | $23,100 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $20,680 |
HUNNEX AND SHOEMAKER, INC.8 years Filed as: HUNNEX AND SHOMAKER, INC. Service code 13 | Contract Administrator | $12,191 |
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 | $64,945 | $79,171-18.0% | $102,423-36.6% | $74,495-12.8% |
| Participation rate | 99.3% | 74.8%+24.5pp | 76.5%+22.8pp | 67.2%+32.1pp |
| Annual return | 10.16% | 54.93%-44.8pp | 29.32%-19.2pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $5,044 | $2,362+113.5% | $3,023+66.8% | $2,623+92.3% |
| Participant deferral / active EE | $6,456 | $4,415+46.2% | $5,053+27.8% | $4,346+48.6% |
| Admin fee / account holder | $627 | $2,001-68.7% | $9,451-93.4% | $1,942-67.7% |