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 |
|---|---|---|
Filed as: HUNNEX AND SHOEMAKER INC. Service code 49 | Other Services | $16,165 |
MORNINGSTAR9+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,350 |
Service code 49 · EIN 91-1072394 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,661 | $61,272+219.3% | $149,673+30.7% | $71,457+173.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 15.78% | 35.85%-20.1pp | 134.42%-118.6pp | 28.85%-13.1pp |
| Employer contribution / active EE | $9,339 | $2,378+292.7% | $4,818+93.8% | $2,588+260.9% |
| Participant deferral / active EE | $8,077 | $2,917+176.9% | $5,680+42.2% | $4,289+88.3% |
| Admin fee / account holder | $93 | $1,261-92.6% | $13,210-99.3% | $1,587-94.1% |