Filed September 9, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,139 |
HFM INVESTMENT ADVISORS1 year Filed as: HFM INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1797253 | Advisory (Plan) | $16,985 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,237 | $132,049-68.0% | $200,582-78.9% | $74,304-43.2% |
| Participation rate | 92.6% | 84.1%+8.6pp | 86.9%+5.7pp | 60.3%+32.3pp |
| Annual return | 19.07% | 22.22%-3.1pp | 42.33%-23.3pp | 29.43%-10.4pp |
| Employer contribution / active EE | $2,242 | $4,558-50.8% | $6,419-65.1% | $2,2410% |
| Participant deferral / active EE | $3,852 | $7,213-46.6% | $9,331-58.7% | $3,767+2.3% |
| Admin fee / account holder | $282 | $2,405-88.3% | $16,305-98.3% | $2,969-90.5% |