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 PARTNERS5 years Filed as: HPM PARTNERS LLC Service code 27 PO BOX 78000 · DETROIT, MI 48178 | Advisory (Plan) | $28,396 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 17 2201 TIMBERLOCH PLACE · WOODLANDS, TX 77380 | Pension Consulting | $7,675 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,110 | $87,870+142.5% | $113,168+88.3% | $74,304+186.8% |
| Participation rate | 98.0% | 70.7%+27.3pp | 76.6%+21.5pp | 60.3%+37.7pp |
| Annual return | 18.26% | 26.44%-8.2pp | 24.27%-6.0pp | 29.43%-11.2pp |
| Employer contribution / active EE | $14,977 | $2,277+557.7% | $2,975+403.4% | $2,241+568.3% |
| Participant deferral / active EE | $4,662 | $4,241+9.9% | $5,107-8.7% | $3,767+23.8% |
| Admin fee / account holder | $278 | $3,368-91.8% | $12,068-97.7% | $2,969-90.6% |