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.4 years Service code 13 · EIN 91-1072394 | Contract Administrator | $9,564 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 04-3109325 | Recordkeeping Fees | $7,839 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 | Investment Management | $1,800 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,972 | $84,556-24.3% | $116,228-45.0% | $74,304-13.9% |
| Participation rate | 85.3% | 66.0%+19.3pp | 74.6%+10.8pp | 60.3%+25.0pp |
| Annual return | 6.77% | 18.35%-11.6pp | 90.06%-83.3pp | 29.43%-22.7pp |
| Employer contribution / active EE | $4,875 | $2,168+124.9% | $2,994+62.8% | $2,241+117.5% |
| Participant deferral / active EE | $10,336 | $3,814+171.0% | $4,953+108.7% | $3,767+174.4% |
| Admin fee / account holder | $84 | $3,792-97.8% | $11,989-99.3% | $2,969-97.2% |