See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HPM PARTNERS4 years Filed as: HPM PARTNERS, LLC Service code 15 · EIN 35-2467663 | Recordkeeping | $46,106 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,517 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $1 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,362 | $55,415+117.2% | $155,509-22.6% | $74,495+61.6% |
| Participation rate | 70.8% | 61.9%+8.9pp | 78.2%-7.4pp | 67.2%+3.6pp |
| Annual return | 12.84% | 268.50%-255.7pp | 64.67%-51.8pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $1,090 | $2,267-51.9% | $4,672-76.7% | $2,623-58.5% |
| Participant deferral / active EE | $4,803 | $2,836+69.3% | $5,626-14.6% | $4,346+10.5% |
| Admin fee / account holder | $440 | $1,738-74.7% | $15,912-97.2% | $1,942-77.3% |