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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,630 |
HUNNEX AND SHOEMAKER, INC.2+ years Service code 13 · EIN 91-1072394 701 FIFTH AVENUE SUITE 6710 · SEATTLE, WA 98104 | Contract Administrator | $9,358 |
Service code 22 6187 CARPINTERIA AVENUE · CARPINTERIA, CA 930132805 | Insurance Broker | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,522 | $46,732+18.8% | $156,549-64.5% | $55,167+0.6% |
| Participation rate | 73.1% | 65.8%+7.3pp | 84.0%-10.9pp | 69.0%+4.1pp |
| Annual return | 9.18% | 17.72%-8.5pp | 32.23%-23.0pp | 169.23%-160.0pp |
| Employer contribution / active EE | $692 | $2,105-67.1% | $5,501-87.4% | $1,963-64.7% |
| Participant deferral / active EE | $6,918 | $2,204+213.9% | $4,871+42.0% | $3,054+126.5% |
| Admin fee / account holder | $195 | $418-53.3% | $13,027-98.5% | $504-61.3% |