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 |
|---|---|---|
HILEMAN ASSOCIATES, INC.3 years Filed as: HILEMAN ASSOCIATES Service code 49 · EIN 71-0294708 | Other Services | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,426 | $47,898+28.2% | $117,472-47.7% | $64,808-5.2% |
| Participation rate | 41.3% | 61.9%-20.5pp | 70.6%-29.3pp | 71.5%-30.1pp |
| Annual return | -14.28% | -15.54%+1.3pp | 29.74%-44.0pp | 32.82%-47.1pp |
| Employer contribution / active EE | $976 | $1,774-45.0% | $4,176-76.6% | $2,506-61.1% |
| Participant deferral / active EE | $1,222 | $3,151-61.2% | $4,070-70.0% | $4,310-71.6% |
| Admin fee / account holder | $217 | $132+64.8% | $5,645-96.2% | $188+15.7% |