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 |
|---|---|---|
OPPENHEIMER2 years Service code 12 · EIN 13-5657518 | Custodial (other than securities); Re... | $20,032 |
HUNNEX AND SHOEMAKER, INC.2 years Filed as: HUNNEX & SHOEMAKER Service code 27 | Advisory (Plan) | $2,586 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,489 | $58,101-33.8% | $118,925-67.6% | $73,409-47.6% |
| Participation rate | 19.1% | 56.1%-37.0pp | 75.4%-56.3pp | 72.2%-53.1pp |
| Annual return | 17.61% | 20.56%-2.9pp | 35.88%-18.3pp | 59.29%-41.7pp |
| Employer contribution / active EE | $537 | $1,445-62.9% | $3,263-83.5% | $2,234-76.0% |
| Participant deferral / active EE | $1,006 | $2,400-58.1% | $4,265-76.4% | $3,805-73.6% |
| Admin fee / account holder | $243 | $138+75.8% | $6,581-96.3% | $158+53.8% |