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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,123 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $45,509 |
NATIONWIDE5 years Service code 15 · EIN 31-4156830 | Recordkeeping | $36,701 |
Filed as: HUNNEX AND SHOEMAKER INC. Service code 13 | Contract Administrator | $19,499 |
HUNNEX AND SHOEMAKER, INC.8+ years Service code 13 · EIN 91-1072394 | Contract Administrator | $16,366 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,566 | $47,898-23.7% | $117,472-68.9% | $64,808-43.6% |
| Participation rate | 96.2% | 61.9%+34.3pp | 70.6%+25.6pp | 71.5%+24.7pp |
| Annual return | -10.22% | -15.54%+5.3pp | 29.74%-40.0pp | 32.82%-43.0pp |
| Employer contribution / active EE | $2,335 | $1,774+31.6% | $4,176-44.1% | $2,506-6.8% |
| Participant deferral / active EE | $3,272 | $3,151+3.8% | $4,070-19.6% | $4,310-24.1% |
| Admin fee / account holder | $194 | $132+47.1% | $5,645-96.6% | $188+3.3% |