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 |
|---|---|---|
HBK CPAS & CONSULTANTS1 year Filed as: HBK SOURCE FINANCIAL Service code 27 · EIN 34-1925728 | Advisory (Plan) | $22,333 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $22,112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,405 | $75,284-47.7% | $91,001-56.7% | $69,631-43.4% |
| Participation rate | 45.4% | 80.4%-35.0pp | 75.6%-30.2pp | 70.7%-25.3pp |
| Annual return | 54.57% | 48.40%+6.2pp | 4.60%+50.0pp | 27571.02%-27516.5pp |
| Employer contribution / active EE | $1,314 | $2,473-46.8% | $2,456-46.5% | $2,032-35.3% |
| Participant deferral / active EE | $1,875 | $3,700-49.3% | $3,547-47.2% | $3,224-41.8% |
| Admin fee / account holder | $212 | $111+91.4% | $5,417-96.1% | $110+91.6% |