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 |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-4156830 | Recordkeeping | $9,345 |
HUNNEX AND SHOEMAKER, INC.6+ years Service code 13 · EIN 91-1072394 | Contract Administrator | $3,101 |
LPL FINANCIAL3 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,607 | $55,636+1.7% | $81,983-31.0% | $73,488-23.0% |
| Participation rate | 34.8% | 62.3%-27.5pp | 69.2%-34.4pp | 70.7%-35.9pp |
| Annual return | 12.24% | 19.07%-6.8pp | 41.31%-29.1pp | 28.51%-16.3pp |
| Employer contribution / active EE | $298 | $1,625-81.7% | $2,498-88.1% | $2,270-86.9% |
| Participant deferral / active EE | $1,299 | $2,762-53.0% | $3,722-65.1% | $3,740-65.3% |
| Admin fee / account holder | $191 | $493-61.1% | $5,664-96.6% | $513-62.7% |