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 |
|---|---|---|
HPM PARTNERS2 years Filed as: HPM PARTNERS LLC Service code 27 PO BOX 78000 · DETROIT, MI 48178 | Advisory (Plan) | $23,510 |
NOBLE-DAVIS CONSULTING, INC.8+ years Filed as: NOBLE DAVIS CONSULTING Service code 17 6190 COCHRAN RD · SOLON, OH 44139 | Pension Consulting | $7,191 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,128 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,157 | $71,883+90.8% | $86,677+58.2% | $68,494+100.2% |
| Participation rate | 93.9% | 72.2%+21.6pp | 76.6%+17.3pp | 67.9%+26.0pp |
| Annual return | -16.27% | 3.52%-19.8pp | 35.91%-52.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $4,963 | $2,173+128.4% | $2,836+75.0% | $2,596+91.2% |
| Participant deferral / active EE | $2,813 | $3,779-25.6% | $4,656-39.6% | $4,027-30.1% |
| Admin fee / account holder | $260 | $6,112-95.7% | $7,493-96.5% | $5,403-95.2% |