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 9-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 |
|---|---|---|
HUNNEX AND SHOEMAKER, INC.2 years Service code 13 · EIN 91-1072394 | Contract Administrator | $3,504 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 04-3109325 | Recordkeeping Fees | $3,400 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 | Investment Management | $1,025 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,981 | $84,784-64.6% | $98,439-69.5% | $74,419-59.7% |
| Participation rate | 77.3% | 81.5%-4.2pp | 75.2%+2.2pp | 70.7%+6.6pp |
| Annual return | 24.72% | 20.59%+4.1pp | 21.16%+3.6pp | 34.38%-9.7pp |
| Employer contribution / active EE | $2,762 | $3,364-17.9% | $3,048-9.4% | $2,637+4.7% |
| Participant deferral / active EE | $5,508 | $5,218+5.5% | $4,738+16.2% | $4,528+21.6% |
| Admin fee / account holder | $22 | $204-89.4% | $8,948-99.8% | $348-93.7% |