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 |
|---|---|---|
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $22,177 |
HUNNEX AND SHOEMAKER, INC.2 years Filed as: HUNNEX AND SHOEMAKER INC. Service code 49 | Other Services | $17,764 |
HUNNEX AND SHOEMAKER, INC.2 years 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 | $194,757 | $55,415+251.4% | $155,509+25.2% | $74,495+161.4% |
| Participation rate | 99.3% | 61.9%+37.4pp | 78.2%+21.1pp | 67.2%+32.1pp |
| Annual return | 12.68% | 268.50%-255.8pp | 64.67%-52.0pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $9,690 | $2,267+327.4% | $4,672+107.4% | $2,623+269.4% |
| Participant deferral / active EE | $8,777 | $2,836+209.5% | $5,626+56.0% | $4,346+102.0% |
| Admin fee / account holder | $96 | $1,738-94.5% | $15,912-99.4% | $1,942-95.1% |