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 |
|---|---|---|
Filed as: HUB RETIREMENT & WEALTH MANAGEMENT Service code 13 | Contract Administrator | $58,911 |
Service code 33 · EIN 47-1411118 | Other fees; Securities brokerage | $50,000 |
SAMET & COMPANY PC1 year Service code 10 | Accounting | $13,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $361,093 | $84,487+327.4% | $125,339+188.1% | $66,914+439.6% |
| Participation rate | 81.9% | 76.4%+5.5pp | 82.4%-0.4pp | 69.8%+12.1pp |
| Annual return | -16.90% | -8.39%-8.5pp | 572.05%-589.0pp | 1.58%-18.5pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $14,112 | $6,781+108.1% | $7,446+89.5% | $4,237+233.1% |
| Admin fee / account holder | $670 | $685-2.1% | $10,010-93.3% | $593+13.0% |