See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HUNNEX AND SHOEMAKER, INC.2 years Service code 49 · EIN 91-1072394 701 5TH AVE · SEATTLE, WA 98104 | Other Services | $15,857 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 99 | Other Fees | $15,021 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 99 · EIN 06-1397347 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,703 | $65,435+142.5% | $86,677+83.1% | $66,914+137.2% |
| Participation rate | 98.6% | 75.5%+23.2pp | 76.6%+22.1pp | 69.8%+28.8pp |
| Annual return | -14.87% | -10.89%-4.0pp | 35.91%-50.8pp | 1.58%-16.4pp |
| Employer contribution / active EE | $5,458 | $2,153+153.5% | $2,836+92.4% | $2,544+114.5% |
| Participant deferral / active EE | $10,879 | $4,100+165.3% | $4,656+133.7% | $4,237+156.8% |
| Admin fee / account holder | $12 | $642-98.2% | $7,493-99.8% | $593-98.0% |