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 |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-4156830 | Recordkeeping | $55,117 |
HUNNEX AND SHOEMAKER, INC.6+ years Service code 13 · EIN 91-1072394 | Contract Administrator | $37,841 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 26 | Advisory (Participants) | $37,389 |
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,856 | $54,121-44.8% | $134,143-77.7% | $73,409-59.3% |
| Participation rate | 95.2% | 64.4%+30.9pp | 72.2%+23.1pp | 72.2%+23.1pp |
| Annual return | 12.92% | -312.52%+325.4pp | 36.33%-23.4pp | 59.29%-46.4pp |
| Employer contribution / active EE | $1,915 | $1,402+36.6% | $3,704-48.3% | $2,234-14.2% |
| Participant deferral / active EE | $2,404 | $2,844-15.5% | $3,499-31.3% | $3,805-36.8% |
| Admin fee / account holder | $128 | $132-3.3% | $6,684-98.1% | $158-19.0% |