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.2 years Service code 49 | Other Services | $1,011 |
MORNINGSTAR2 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $345 |
Filed as: VOYA RET. INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $345 |
Filed as: HUNNEX & SHOEMAKER, INC. Service code 49 · EIN 91-1072394 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,246 | $64,707-30.1% | $112,228-59.7% | $68,494-33.9% |
| Participation rate | 26.0% | 67.2%-41.1pp | 75.1%-49.0pp | 67.9%-41.8pp |
| Annual return | -21.42% | -11.40%-10.0pp | 27.45%-48.9pp | -7.84%-13.6pp |
| Employer contribution / active EE | $391 | $2,746-85.7% | $3,635-89.2% | $2,596-84.9% |
| Participant deferral / active EE | $1,919 | $3,565-46.2% | $4,728-59.4% | $4,027-52.3% |
| Admin fee / account holder | $57 | $5,232-98.9% | $6,410-99.1% | $5,403-98.9% |