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.3 years Service code 13 · EIN 91-1072394 | Contract Administrator | $7,650 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 04-3109325 | Recordkeeping Fees | $5,235 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 | Investment Management | $1,765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,044 | $92,055-59.8% | $106,213-65.1% | $77,643-52.3% |
| Participation rate | 52.0% | 81.0%-29.0pp | 75.3%-23.3pp | 70.6%-18.5pp |
| Annual return | -5.70% | 17.91%-23.6pp | 116.14%-121.8pp | 31.24%-36.9pp |
| Employer contribution / active EE | $2,855 | $3,367-15.2% | $3,171-10.0% | $2,726+4.7% |
| Participant deferral / active EE | $6,064 | $5,386+12.6% | $5,016+20.9% | $4,647+30.5% |
| Admin fee / account holder | $40 | $219-81.8% | $11,033-99.6% | $430-90.7% |