See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,855 |
HNP CAPITAL LLC1 year Filed as: HNP CAPITAL, LLC Service code 50 100 CHESTNUT STREET · ROCHESTER, NY 14604 | Direct Payment | $6,535 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,532 | $56,485+186.0% | $185,823-13.1% | $86,799+86.1% |
| Participation rate | 96.6% | 65.5%+31.1pp | 81.7%+14.9pp | 72.3%+24.3pp |
| Annual return | 16.90% | 118.04%-101.1pp | 122.05%-105.1pp | 97.91%-81.0pp |
| Employer contribution / active EE | $5,430 | $1,843+194.7% | $5,167+5.1% | $2,405+125.7% |
| Participant deferral / active EE | $6,690 | $2,553+162.0% | $5,568+20.2% | $4,131+61.9% |
| Admin fee / account holder | $54 | $150-63.9% | $16,237-99.7% | $170-68.2% |