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 |
|---|---|---|
NATIONWIDE4 years Service code 15 · EIN 31-4156830 | Recordkeeping | $11,365 |
HUNNEX AND SHOEMAKER, INC.7+ years Service code 13 · EIN 91-1072394 | Contract Administrator | $2,700 |
LPL FINANCIAL4 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,213 | $62,573+17.0% | $85,682-14.6% | $85,850-14.7% |
| Participation rate | 58.3% | 61.1%-2.8pp | 69.9%-11.5pp | 69.3%-11.0pp |
| Annual return | 16.02% | 23.77%-7.7pp | 21.49%-5.5pp | 318.53%-302.5pp |
| Employer contribution / active EE | $472 | $1,757-73.1% | $2,618-82.0% | $2,565-81.6% |
| Participant deferral / active EE | $2,484 | $2,802-11.4% | $3,923-36.7% | $3,952-37.2% |
| Admin fee / account holder | $238 | $4,640-94.9% | $6,873-96.5% | $6,260-96.2% |