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 |
|---|---|---|
HBKS WEALTH ADVISORS8 years Filed as: HBKS FINANCIAL Service code 26 · EIN 34-1925728 5121 ZUCK ROAD · ERIE, PA 16506 | Advisory (Participants) | $49,997 |
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 | $164,687 | $95,803+71.9% | $113,168+45.5% | $84,808+94.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 16.17% | 25.00%-8.8pp | 24.27%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,616 | $2,360+95.6% | $2,975+55.2% | $2,631+75.5% |
| Participant deferral / active EE | $5,012 | $4,242+18.2% | $5,107-1.9% | $4,212+19.0% |
| Admin fee / account holder | $439 | $8,989-95.1% | $12,068-96.4% | $7,344-94.0% |