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 7-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 |
|---|---|---|
HK FINANCIAL SERVICES4+ years Filed as: HONKAMP KRUEGER FINANCIAL SERVICES Service code 15 · EIN 42-1447865 2355 JFK ROAD · DUBUQUE, IA 52001 | Recordkeeping | $55,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,813 | $58,290-64.3% | $98,442-78.9% | $86,799-76.0% |
| Participation rate | 29.6% | 68.3%-38.7pp | 73.3%-43.7pp | 72.3%-42.6pp |
| Annual return | 17.19% | 43.48%-26.3pp | 1492.73%-1475.5pp | 97.91%-80.7pp |
| Employer contribution / active EE | $731 | $2,008-63.6% | $2,960-75.3% | $2,405-69.6% |
| Participant deferral / active EE | $1,358 | $3,152-56.9% | $4,276-68.2% | $4,131-67.1% |
| Admin fee / account holder | $19 | $138-86.3% | $5,949-99.7% | $170-88.8% |