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 |
|---|---|---|
HNP CAPITAL LLC2 years Filed as: HNP CAPITAL, LLC Service code 27 100 CHESTNUT STREET · ROCHESTER, NY 14604 | Advisory (Plan) | $26,965 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,636 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,295 | $46,292+187.9% | $143,757-7.3% | $64,808+105.7% |
| Participation rate | 94.6% | 64.2%+30.4pp | 80.3%+14.3pp | 71.5%+23.1pp |
| Annual return | -11.23% | -10.05%-1.2pp | -0.04%-11.2pp | 32.82%-44.0pp |
| Employer contribution / active EE | $5,848 | $1,910+206.2% | $4,951+18.1% | $2,506+133.4% |
| Participant deferral / active EE | $6,994 | $2,646+164.4% | $5,637+24.1% | $4,310+62.3% |
| Admin fee / account holder | $87 | $154-43.3% | $14,673-99.4% | $188-53.5% |