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 |
|---|---|---|
NATIONWIDE5 years Service code 15 · EIN 31-4156830 | Recordkeeping | $11,365 |
HUNNEX AND SHOEMAKER, INC.8+ years Service code 13 · EIN 91-1072394 | Contract Administrator | $2,700 |
LPL FINANCIAL5 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.
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 | $57,116 | $63,442-10.0% | $68,791-17.0% | $66,914-14.6% |
| Participation rate | 38.7% | 60.0%-21.3pp | 69.0%-30.4pp | 69.8%-31.1pp |
| Annual return | -18.94% | -8.29%-10.6pp | -6.38%-12.6pp | 1.58%-20.5pp |
| Employer contribution / active EE | $392 | $1,775-77.9% | $2,655-85.3% | $2,544-84.6% |
| Participant deferral / active EE | $2,145 | $2,945-27.1% | $3,941-45.6% | $4,237-49.4% |
| Admin fee / account holder | $0 | $577-100.0% | $4,932-100.0% | $593-100.0% |