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 PARTNERS6 years Filed as: HPM PARTNERS LLC Service code 27 P.O. BOX 7800 · DETROIT, MI 482781724 | Advisory (Plan) | $21,891 |
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Trustee (bank, trust company, or simi... | $6,691 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,215 | $69,010+122.0% | $159,960-4.2% | $68,494+123.7% |
| Participation rate | 90.1% | 65.4%+24.7pp | 78.0%+12.2pp | 67.9%+22.2pp |
| Annual return | -15.75% | -9.65%-6.1pp | 408.60%-424.4pp | -7.84%-7.9pp |
| Employer contribution / active EE | $17,096 | $2,213+672.4% | $4,226+304.6% | $2,596+558.5% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,182-100.0% | $4,027-100.0% |
| Admin fee / account holder | $267 | $4,798-94.4% | $8,698-96.9% | $5,403-95.1% |