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 PARTNERS4 years Filed as: HPM PARTNERS LLC Service code 27 PO BOX 78000 · DETROIT, MI 48178 | Advisory (Plan) | $28,241 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 17 2201 TIMBERLOCH PLACE · WOODLANDS, TX 77380 | Pension Consulting | $3,675 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,328 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,812 | $79,171+136.0% | $102,423+82.4% | $74,495+150.8% |
| Participation rate | 96.3% | 74.8%+21.5pp | 76.5%+19.8pp | 67.2%+29.1pp |
| Annual return | 13.96% | 54.93%-41.0pp | 29.32%-15.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $18,477 | $2,362+682.2% | $3,023+511.2% | $2,623+604.4% |
| Participant deferral / active EE | $4,660 | $4,415+5.6% | $5,053-7.8% | $4,346+7.2% |
| Admin fee / account holder | $212 | $2,001-89.4% | $9,451-97.8% | $1,942-89.1% |