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 |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 | Recordkeeping | $8,541 |
HUNNEX AND SHOEMAKER, INC.5+ years Service code 13 · EIN 91-1072394 | Contract Administrator | $1,950 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 22 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,155 | $47,922+8.8% | $75,886-31.3% | $65,185-20.0% |
| Participation rate | 32.5% | 63.0%-30.5pp | 69.3%-36.8pp | 70.2%-37.7pp |
| Annual return | 18.69% | 24.12%-5.4pp | 30.76%-12.1pp | 29.38%-10.7pp |
| Employer contribution / active EE | $271 | $1,557-82.6% | $2,500-89.2% | $2,177-87.6% |
| Participant deferral / active EE | $1,294 | $2,550-49.3% | $3,603-64.1% | $3,514-63.2% |
| Admin fee / account holder | $42 | $532-92.0% | $5,418-99.2% | $847-95.0% |