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 | $97,369 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $56,422 |
HUNNEX AND SHOEMAKER, INC.3 years Filed as: HUNNEX AND SHOEMAKER INC. Service code 13 | Contract Administrator | $18,840 |
HUNNEX AND SHOEMAKER, INC.10+ years Service code 13 · EIN 91-1072394 | Contract Administrator | $12,205 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,401 | $29,548+67.2% | $56,411-12.4% | $77,643-36.4% |
| Participation rate | 96.8% | 32.7%+64.1pp | 52.5%+44.4pp | 70.6%+26.2pp |
| Annual return | 13.45% | 19.01%-5.6pp | 1701.33%-1687.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $2,865 | $568+404.7% | $1,039+175.8% | $2,726+5.1% |
| Participant deferral / active EE | $4,238 | $1,061+299.5% | $1,952+117.1% | $4,647-8.8% |
| Admin fee / account holder | $198 | $1,046-81.1% | $2,829-93.0% | $430-54.1% |