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 |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $187,451 |
HUNNEX AND SHOEMAKER, INC.4+ years Service code 13 · EIN 91-1072394 | Contract Administrator | $87,326 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 26 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,580 | $39,898-45.9% | $121,196-82.2% | $55,725-61.3% |
| Participation rate | 96.2% | 61.2%+34.9pp | 71.7%+24.4pp | 70.9%+25.3pp |
| Annual return | -7.46% | -0.96%-6.5pp | 16.93%-24.4pp | 244.93%-252.4pp |
| Employer contribution / active EE | $1,736 | $1,295+34.0% | $4,022-56.8% | $2,078-16.5% |
| Participant deferral / active EE | $2,202 | $2,439-9.7% | $3,344-34.2% | $3,356-34.4% |
| Admin fee / account holder | $251 | $95+164.1% | $5,019-95.0% | $115+118.1% |