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 |
|---|---|---|
HK FINANCIAL SERVICES3+ years Service code 15 · EIN 42-1447865 | Recordkeeping | $1,410 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,096 | $31,388-48.7% | $73,545-78.1% | $62,292-74.2% |
| Participation rate | 71.4% | 39.9%+31.6pp | 54.9%+16.5pp | 69.5%+1.9pp |
| Annual return | 15.92% | 25.34%-9.4pp | -15.16%+31.1pp | 28.90%-13.0pp |
| Employer contribution / active EE | $165 | $498-66.8% | $1,219-86.4% | $2,042-91.9% |
| Participant deferral / active EE | $1,000 | $1,028-2.7% | $1,806-44.6% | $3,169-68.4% |
| Admin fee / account holder | $11 | $299-96.5% | $2,320-99.5% | $479-97.8% |