See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HYPERION PARTNERS LLC3 years Service code 27 · EIN 47-4989158 | Advisory (Plan) | $24,426 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,078 |
Service code 16 · EIN 20-4780677 | Consulting | $14,437 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,485 | $104,475-44.0% | $159,436-63.3% | $79,386-26.3% |
| Participation rate | 95.2% | 76.6%+18.6pp | 82.8%+12.3pp | 70.7%+24.5pp |
| Annual return | 14.98% | 67.95%-53.0pp | 263.57%-248.6pp | 116.85%-101.9pp |
| Employer contribution / active EE | $1,205 | $3,417-64.7% | $4,829-75.1% | $2,427-50.4% |
| Participant deferral / active EE | $5,273 | $6,467-18.5% | $7,352-28.3% | $4,046+30.3% |
| Admin fee / account holder | $301 | $711-57.7% | $10,799-97.2% | $626-52.0% |