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 |
|---|---|---|
OPPENHEIMER2+ years Filed as: OPPENHEIMER LIFE AGENCY LTD Service code 53 · EIN 13-2886227 | Insurance Commissions | $24,963 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $7,109 |
HUNNEX AND SHOEMAKER, INC.2+ years Filed as: HUNNEX & SHOEMAKER INC Service code 13 · EIN 91-1072394 | Contract Administrator | $6,918 |
HUNNEX AND SHOEMAKER, INC.2+ years Filed as: HUNNEX & SHOEMAKER INC. Service code 13 | Contract Administrator | $2,889 |
Filed as: MASS MUTUAL LIFE INS CO Service code 38 · EIN 04-1590850 | Participant Communication | $1,880 |
Filed as: MASS MUT LIFE INS CO Service code 38 | Participant Communication | $876 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,299 | $107,378-40.1% | $108,579-40.8% | $57,658+11.5% |
| Participation rate | 36.0% | 77.1%-41.1pp | 79.6%-43.6pp | 70.2%-34.3pp |
| Annual return | 6.67% | 12.80%-6.1pp | -51.70%+58.4pp | 5.13%+1.5pp |
| Employer contribution / active EE | $1,065 | $1,782-40.2% | $3,758-71.7% | $1,974-46.1% |
| Participant deferral / active EE | $1,983 | $3,221-38.4% | $4,311-54.0% | $3,061-35.2% |
| Admin fee / account holder | $15 | $108-85.8% | $7,645-99.8% | $95-83.7% |