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 |
|---|---|---|
THE STANDARD5 years Service code 12 · EIN 25-1838406 | Custodial (other than securities); Re... | $33,788 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301707 | Advisory (Plan) | $31,563 |
HUNNEX AND SHOEMAKER, INC.5 years Filed as: HUNNEX AND SHOEMAKER INC. Service code 15 · EIN 91-1072394 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,007 | $80,724-17.0% | $103,333-35.2% | $74,495-10.1% |
| Participation rate | 58.6% | 65.7%-7.1pp | 74.5%-15.9pp | 67.2%-8.6pp |
| Annual return | 11.51% | 27.56%-16.1pp | 24.88%-13.4pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,304 | $3,157-58.7% | $3,868-66.3% | $2,623-50.3% |
| Participant deferral / active EE | $6,018 | $3,860+55.9% | $5,057+19.0% | $4,346+38.5% |
| Admin fee / account holder | $255 | $2,368-89.2% | $8,355-96.9% | $1,942-86.9% |