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 |
|---|---|---|
HPM PARTNERS5 years Filed as: HPM PARTNERS LLC Service code 27 P.O. BOX 7800 · DETROIT, MI 482781724 | Advisory (Plan) | $25,997 |
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 | $189,308 | $79,449+138.3% | $189,557-0.1% | $85,850+120.5% |
| Participation rate | 89.5% | 66.0%+23.5pp | 78.4%+11.1pp | 69.3%+20.2pp |
| Annual return | 8.43% | 18.45%-10.0pp | 64.17%-55.7pp | 318.53%-310.1pp |
| Employer contribution / active EE | $17,611 | $2,081+746.3% | $4,412+299.1% | $2,565+586.6% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $285 | $5,377-94.7% | $9,807-97.1% | $6,260-95.5% |