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 | $79,941 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $45,984 |
HUNNEX AND SHOEMAKER, INC.2 years Filed as: HUNNEX AND SHOEMAKER INC. Service code 13 | Contract Administrator | $15,334 |
HUNNEX AND SHOEMAKER, INC.9+ years Service code 13 · EIN 91-1072394 | Contract Administrator | $10,525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,645 | $26,114+63.3% | $58,482-27.1% | $74,419-42.7% |
| Participation rate | 97.0% | 32.1%+64.9pp | 50.9%+46.2pp | 70.7%+26.3pp |
| Annual return | 18.42% | 32.51%-14.1pp | 4239.32%-4220.9pp | 34.38%-16.0pp |
| Employer contribution / active EE | $2,515 | $536+369.6% | $1,053+138.8% | $2,637-4.6% |
| Participant deferral / active EE | $3,606 | $1,075+235.6% | $1,924+87.4% | $4,528-20.4% |
| Admin fee / account holder | $160 | $649-75.3% | $2,516-93.6% | $348-53.9% |