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 & CONSULTANTS2 years Filed as: HBK SOURCE FINANCIAL Service code 27 · EIN 34-1925728 | Advisory (Plan) | $31,969 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $31,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,362 | $65,223-39.7% | $80,019-50.8% | $55,725-29.4% |
| Participation rate | 42.7% | 80.6%-37.9pp | 75.8%-33.1pp | 70.9%-28.2pp |
| Annual return | -7.44% | 7.59%-15.0pp | 11.22%-18.7pp | 244.93%-252.4pp |
| Employer contribution / active EE | $1,595 | $2,544-37.3% | $2,468-35.4% | $2,078-23.2% |
| Participant deferral / active EE | $2,229 | $3,881-42.6% | $3,686-39.5% | $3,356-33.6% |
| Admin fee / account holder | $295 | $114+158.6% | $6,521-95.5% | $115+156.4% |