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 SERVICES5+ years Filed as: HONKAMP KRUEGER FINANCIAL SERVICES Service code 15 · EIN 42-1447865 2355 JFK ROAD · DUBUQUE, IA 52001 | Recordkeeping | $63,973 |
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 | $16,990 | $47,722-64.4% | $82,719-79.5% | $64,808-73.8% |
| Participation rate | 34.8% | 67.6%-32.8pp | 72.6%-37.8pp | 71.5%-36.7pp |
| Annual return | -16.32% | -13.05%-3.3pp | 701.18%-717.5pp | 32.82%-49.1pp |
| Employer contribution / active EE | $724 | $2,179-66.8% | $3,009-75.9% | $2,506-71.1% |
| Participant deferral / active EE | $1,341 | $3,329-59.7% | $4,395-69.5% | $4,310-68.9% |
| Admin fee / account holder | $21 | $143-85.6% | $5,329-99.6% | $188-89.1% |