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 PARTNERS1+ years Service code 27 P.O. BOX 7800 · DETROIT, MI 482781724 | Advisory (Plan) | $70,499 |
Filed as: DIGITAL RETIREMENT SOLUTIONS Service code 12 · EIN 84-1477138 | Sub-transfer agency fees; Recordkeepi... | $10,595 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558809 | Claims processing; Account maintenanc... | $9,383 |
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 | $88,578 | $44,229+100.3% | $155,790-43.1% | $55,191+60.5% |
| Participation rate | 61.8% | 60.8%+1.0pp | 76.1%-14.3pp | 69.2%-7.3pp |
| Annual return | -1.74% | 0.37%-2.1pp | 71.54%-73.3pp | 10.78%-12.5pp |
| Employer contribution / active EE | $505 | $1,317-61.7% | $3,836-86.8% | $1,899-73.4% |
| Participant deferral / active EE | $5,375 | $2,851+88.5% | $4,797+12.0% | $3,046+76.4% |
| Admin fee / account holder | $91 | $86+5.6% | $7,478-98.8% | $91+0.3% |