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 |
|---|---|---|
HKMP1 year Service code 10 · EIN 13-4008185 | Accounting | $14,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,552 |
Filed as: PORTFOLIO EVALUATIONS INC Service code 17 · EIN 22-3189064 | Pension Consulting | $5,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,268 | $63,924+58.4% | $108,579-6.7% | $55,167+83.6% |
| Participation rate | 84.8% | 74.3%+10.4pp | 79.6%+5.2pp | 69.0%+15.8pp |
| Annual return | 5.32% | 15.31%-10.0pp | -51.70%+57.0pp | 169.23%-163.9pp |
| Employer contribution / active EE | $9,726 | $1,879+417.6% | $3,758+158.8% | $1,963+395.6% |
| Participant deferral / active EE | $1,323 | $3,067-56.9% | $4,311-69.3% | $3,054-56.7% |
| Admin fee / account holder | $139 | $618-77.5% | $7,645-98.2% | $504-72.5% |