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 |
|---|---|---|
HMWC CPAS & BUSINESS ADVISORS1 year Filed as: HWMS CPAS & BUSINESS ADVISORS Service code 10 · EIN 95-2790665 | Accounting | $8,000 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,954 | $66,310+1.0% | $93,606-28.5% | $65,185+2.7% |
| Participation rate | 60.2% | 74.0%-13.8pp | 75.8%-15.7pp | 70.2%-10.0pp |
| Annual return | 19.11% | 42.58%-23.5pp | 32.76%-13.6pp | 29.38%-10.3pp |
| Employer contribution / active EE | $1,692 | $2,012-15.9% | $2,718-37.8% | $2,177-22.3% |
| Participant deferral / active EE | $3,351 | $3,342+0.3% | $4,069-17.6% | $3,514-4.6% |
| Admin fee / account holder | $98 | $6,897-98.6% | $7,888-98.8% | $847-88.5% |