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 |
|---|---|---|
HUNNEX AND SHOEMAKER, INC.5 years Filed as: HUNNEX & SHOEMAKER, INC. Service code 49 · EIN 91-1072394 | Other Services | $4,770 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,790 | $108,825-28.5% | $156,181-50.2% | $82,448-5.6% |
| Participation rate | 97.5% | 72.4%+25.2pp | 78.8%+18.7pp | 68.1%+29.5pp |
| Annual return | 12.94% | 20.59%-7.6pp | 64.87%-51.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,191 | $2,870-58.5% | $4,294-72.3% | $2,551-53.3% |
| Participant deferral / active EE | $6,317 | $4,577+38.0% | $6,132+3.0% | $4,139+52.6% |
| Admin fee / account holder | $39 | $9,341-99.6% | $14,586-99.7% | $7,234-99.5% |